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 | $73,491 | $54,705+34.3% | $71,209+3.2% | $84,808-13.3% |
| Participation rate | 70.0% | 64.1%+5.9pp | 73.8%-3.8pp | 68.3%+1.7pp |
| Annual return | 17.60% | 35.90%-18.3pp | 282.51%-264.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,320 | $2,158+53.9% | $2,721+22.0% | $2,631+26.2% |
| Participant deferral / active EE | $7,087 | $3,030+133.9% | $4,175+69.7% | $4,212+68.3% |
| Admin fee / account holder | $1,667 | $4,863-65.7% | $5,349-68.8% | $7,344-77.3% |