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 6-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 | $67,628 | $148,978-54.6% | $200,582-66.3% | $84,808-20.3% |
| Participation rate | 85.7% | 84.2%+1.5pp | 86.9%-1.2pp | 68.3%+17.4pp |
| Annual return | 15.16% | 28.16%-13.0pp | 42.33%-27.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,584 | $4,815-46.3% | $6,419-59.7% | $2,631-1.8% |
| Participant deferral / active EE | $10,156 | $7,142+42.2% | $9,331+8.8% | $4,212+141.1% |
| Admin fee / account holder | $7,893 | $13,977-43.5% | $16,305-51.6% | $7,344+7.5% |