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 | $69,162 | $127,065-45.6% | $113,168-38.9% | $142,382-51.4% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 16.76% | 24.03%-7.3pp | 24.27%-7.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $7,343 | $3,442+113.3% | $2,975+146.8% | $4,299+70.8% |
| Participant deferral / active EE | $9,818 | $5,716+71.8% | $5,107+92.3% | $6,507+50.9% |
| Admin fee / account holder | $4,757 | $15,736-69.8% | $12,068-60.6% | $12,624-62.3% |