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 | $61,965 | $109,881-43.6% | $150,045-58.7% | $84,808-26.9% |
| Participation rate | 74.3% | 76.1%-1.8pp | 82.3%-8.0pp | 68.3%+6.0pp |
| Annual return | 15.02% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,239 | $3,561-9.0% | $4,693-31.0% | $2,631+23.1% |
| Participant deferral / active EE | $7,072 | $6,636+6.6% | $7,997-11.6% | $4,212+67.9% |
| Admin fee / account holder | $8,591 | $8,568+0.3% | $13,435-36.1% | $7,344+17.0% |