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 4-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 | $68,569 | $117,983-41.9% | $101,794-32.6% | $142,382-51.8% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 16.76% | 36.92%-20.2pp | 30.53%-13.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,803 | $2,773+1.1% | $2,289+22.5% | $4,299-34.8% |
| Participant deferral / active EE | $7,188 | $4,714+52.5% | $4,084+76.0% | $6,507+10.5% |
| Admin fee / account holder | $4,928 | $10,433-52.8% | $8,777-43.9% | $12,624-61.0% |