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 7-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 | $59,932 | $109,881-45.5% | $150,045-60.1% | $84,808-29.3% |
| Participation rate | 86.3% | 76.1%+10.2pp | 82.3%+4.0pp | 68.3%+18.0pp |
| Annual return | 29.34% | 28.25%+1.1pp | 62.55%-33.2pp | 40.90%-11.6pp |
| Employer contribution / active EE | $5,242 | $3,561+47.2% | $4,693+11.7% | $2,631+99.2% |
| Participant deferral / active EE | $8,914 | $6,636+34.3% | $7,997+11.5% | $4,212+111.7% |
| Admin fee / account holder | $5,825 | $8,568-32.0% | $13,435-56.6% | $7,344-20.7% |