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 | $68,068 | $78,672-13.5% | $109,143-37.6% | $85,850-20.7% |
| Participation rate | 73.5% | 68.3%+5.3pp | 75.9%-2.3pp | 69.3%+4.2pp |
| Annual return | 14.42% | 25.09%-10.7pp | 25.75%-11.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $2,868 | $2,735+4.9% | $3,722-22.9% | $2,565+11.8% |
| Participant deferral / active EE | $5,044 | $3,467+45.5% | $4,653+8.4% | $3,952+27.6% |
| Admin fee / account holder | $644 | $5,469-88.2% | $6,752-90.5% | $6,260-89.7% |