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 | $69,182 | $79,944-13.5% | $98,439-29.7% | $75,163-8.0% |
| Participation rate | 71.8% | 70.4%+1.4pp | 75.2%-3.4pp | 67.2%+4.6pp |
| Annual return | 20.65% | 19.75%+0.9pp | 21.16%-0.5pp | 160.62%-140.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,773 | $3,752+80.5% | $4,738+43.0% | $4,125+64.2% |
| Admin fee / account holder | $1,601 | $6,840-76.6% | $8,948-82.1% | $5,651-71.7% |