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 | $60,899 | $89,355-31.8% | $141,162-56.9% | $72,985-16.6% |
| Participation rate | 72.7% | 75.1%-2.4pp | 82.5%-9.7pp | 69.5%+3.2pp |
| Annual return | 20.23% | 111.85%-91.6pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $2,769 | $3,114-11.1% | $4,735-41.5% | $2,440+13.5% |
| Participant deferral / active EE | $7,855 | $5,418+45.0% | $6,709+17.1% | $3,607+117.8% |
| Admin fee / account holder | $7,006 | $5,958+17.6% | $10,261-31.7% | $5,124+36.7% |