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 | $68,699 | $60,892+12.8% | $82,389-16.6% | $84,808-19.0% |
| Participation rate | 89.6% | 63.3%+26.3pp | 69.5%+20.0pp | 68.3%+21.3pp |
| Annual return | 13.59% | 37.29%-23.7pp | 28.67%-15.1pp | 40.90%-27.3pp |
| Employer contribution / active EE | $693 | $1,779-61.1% | $2,517-72.5% | $2,631-73.7% |
| Participant deferral / active EE | $3,108 | $3,179-2.2% | $4,155-25.2% | $4,212-26.2% |
| Admin fee / account holder | $4,258 | $5,467-22.1% | $7,231-41.1% | $7,344-42.0% |