See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,887 | $111,754-38.4% | $103,333-33.3% | $145,922-52.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 15.16% | 24.77%-9.6pp | 24.88%-9.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $9,111 | $4,212+116.3% | $3,868+135.5% | $4,660+95.5% |
| Participant deferral / active EE | $7,969 | $5,619+41.8% | $5,057+57.6% | $6,688+19.2% |
| Admin fee / account holder | $2,565 | $9,750-73.7% | $8,355-69.3% | $13,397-80.9% |