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 6-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 | $66,357 | $109,881-39.6% | $150,045-55.8% | $84,808-21.8% |
| Participation rate | 89.3% | 76.1%+13.2pp | 82.3%+7.0pp | 68.3%+21.0pp |
| Annual return | 18.84% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,950 | $3,561-17.2% | $4,693-37.1% | $2,631+12.1% |
| Participant deferral / active EE | $7,766 | $6,636+17.0% | $7,997-2.9% | $4,212+84.4% |
| Admin fee / account holder | $790 | $8,568-90.8% | $13,435-94.1% | $7,344-89.2% |