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 9-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 | $78,133 | $109,413-28.6% | $156,263-50.0% | $84,808-7.9% |
| Participation rate | 93.7% | 72.7%+21.0pp | 78.9%+14.8pp | 68.3%+25.4pp |
| Annual return | 15.87% | 20.18%-4.3pp | 59.47%-43.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $4,531 | $2,907+55.9% | $4,333+4.6% | $2,631+72.2% |
| Participant deferral / active EE | $3,810 | $4,590-17.0% | $6,158-38.1% | $4,212-9.5% |
| Admin fee / account holder | $12,328 | $9,357+31.8% | $14,255-13.5% | $7,344+67.9% |