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 10-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 | $63,611 | $89,652-29.0% | $141,162-54.9% | $65,185-2.4% |
| Participation rate | 89.0% | 74.7%+14.3pp | 82.5%+6.5pp | 70.2%+18.8pp |
| Annual return | 21.91% | 32.79%-10.9pp | 71.39%-49.5pp | 29.38%-7.5pp |
| Employer contribution / active EE | $3,170 | $3,065+3.4% | $4,735-33.1% | $2,177+45.6% |
| Participant deferral / active EE | $6,318 | $5,691+11.0% | $6,709-5.8% | $3,514+79.8% |
| Admin fee / account holder | $7,248 | $569+1174.9% | $10,261-29.4% | $847+755.6% |