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 8-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 | $65,203 | $78,926-17.4% | $136,749-52.3% | $84,808-23.1% |
| Participation rate | 70.6% | 62.2%+8.4pp | 72.1%-1.6pp | 68.3%+2.3pp |
| Annual return | 15.89% | 18.17%-2.3pp | 24.33%-8.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,924 | $2,134-9.8% | $3,400-43.4% | $2,631-26.9% |
| Participant deferral / active EE | $3,249 | $3,168+2.6% | $4,692-30.8% | $4,212-22.9% |
| Admin fee / account holder | $8,035 | $6,369+26.2% | $11,386-29.4% | $7,344+9.4% |