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 | $68,293 | $127,065-46.3% | $113,168-39.7% | $142,382-52.0% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 26.21% | 24.03%+2.2pp | 24.27%+1.9pp | 217.08%-190.9pp |
| Employer contribution / active EE | $2,641 | $3,442-23.3% | $2,975-11.2% | $4,299-38.6% |
| Participant deferral / active EE | $6,658 | $5,716+16.5% | $5,107+30.4% | $6,507+2.3% |
| Admin fee / account holder | $420 | $15,736-97.3% | $12,068-96.5% | $12,624-96.7% |