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 9-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 | $56,606 | $39,122+44.7% | $57,179-1.0% | $62,891-10.0% |
| Participation rate | 91.7% | 70.5%+21.2pp | 75.3%+16.3pp | 69.3%+22.4pp |
| Annual return | 2.15% | 9.23%-7.1pp | 14.59%-12.4pp | 20.14%-18.0pp |
| Employer contribution / active EE | $2,177 | $1,874+16.2% | $2,682-18.8% | $2,281-4.6% |
| Participant deferral / active EE | $4,482 | $2,374+88.8% | $3,096+44.8% | $3,203+39.9% |
| Admin fee / account holder | $2,556 | $2,592-1.4% | $3,139-18.6% | $4,296-40.5% |