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 | $58,805 | $101,724-42.2% | $164,813-64.3% | $80,856-27.3% |
| Participation rate | 89.5% | 71.8%+17.6pp | 78.6%+10.9pp | 67.6%+21.8pp |
| Annual return | 11.58% | 16.72%-5.1pp | 69.93%-58.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,325 | $2,953-55.1% | $4,341-69.5% | $2,755-51.9% |
| Participant deferral / active EE | $2,175 | $4,477-51.4% | $6,031-63.9% | $4,296-49.4% |
| Admin fee / account holder | $3,038 | $8,227-63.1% | $12,690-76.1% | $6,918-56.1% |