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 | $57,488 | $81,248-29.2% | $155,509-63.0% | $80,856-28.9% |
| Participation rate | 80.0% | 66.2%+13.8pp | 78.2%+1.8pp | 67.6%+12.4pp |
| Annual return | 12.61% | 33.31%-20.7pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $8,468 | $3,100+173.1% | $4,672+81.2% | $2,755+207.4% |
| Participant deferral / active EE | $4,818 | $3,452+39.6% | $5,626-14.4% | $4,296+12.2% |
| Admin fee / account holder | $995 | $7,997-87.6% | $15,912-93.7% | $6,918-85.6% |