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 7-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 | $69,577 | $81,460-14.6% | $103,333-32.7% | $80,856-13.9% |
| Participation rate | 79.1% | 66.8%+12.2pp | 74.5%+4.6pp | 67.6%+11.4pp |
| Annual return | 14.54% | 25.55%-11.0pp | 24.88%-10.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,096 | $3,105-0.3% | $3,868-19.9% | $2,755+12.4% |
| Participant deferral / active EE | $7,416 | $3,869+91.7% | $5,057+46.6% | $4,296+72.6% |
| Admin fee / account holder | $9,206 | $6,566+40.2% | $8,355+10.2% | $6,918+33.1% |