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 | $62,324 | $109,881-43.3% | $150,045-58.5% | $84,808-26.5% |
| Participation rate | 83.3% | 76.1%+7.2pp | 82.3%+1.0pp | 68.3%+15.0pp |
| Annual return | 15.05% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,195 | $3,561-10.3% | $4,693-31.9% | $2,631+21.4% |
| Participant deferral / active EE | $6,986 | $6,636+5.3% | $7,997-12.6% | $4,212+65.9% |
| Admin fee / account holder | $5,485 | $8,568-36.0% | $13,435-59.2% | $7,344-25.3% |