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 | $73,346 | $89,753-18.3% | $107,525-31.8% | $84,808-13.5% |
| Participation rate | 89.3% | 68.1%+21.2pp | 75.1%+14.2pp | 68.3%+21.0pp |
| Annual return | 16.55% | 29.48%-12.9pp | 181.32%-164.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $9,980 | $3,113+220.6% | $3,754+165.9% | $2,631+279.3% |
| Participant deferral / active EE | $5,489 | $4,056+35.3% | $5,116+7.3% | $4,212+30.3% |
| Admin fee / account holder | $1,786 | $7,222-75.3% | $8,919-80.0% | $7,344-75.7% |