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 | $71,983 | $109,413-34.2% | $156,263-53.9% | $84,808-15.1% |
| Participation rate | 93.0% | 72.7%+20.3pp | 78.9%+14.1pp | 68.3%+24.7pp |
| Annual return | 17.48% | 20.18%-2.7pp | 59.47%-42.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,343 | $2,907+15.0% | $4,333-22.8% | $2,631+27.1% |
| Participant deferral / active EE | $6,327 | $4,590+37.9% | $6,158+2.7% | $4,212+50.2% |
| Admin fee / account holder | $5,997 | $9,357-35.9% | $14,255-57.9% | $7,344-18.3% |