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 | $56,627 | $93,170-39.2% | $100,534-43.7% | $84,808-33.2% |
| Participation rate | 97.8% | 75.8%+22.0pp | 80.6%+17.2pp | 68.3%+29.5pp |
| Annual return | 20.49% | 47.13%-26.6pp | 32.66%-12.2pp | 40.90%-20.4pp |
| Employer contribution / active EE | $5,253 | $3,985+31.8% | $4,346+20.9% | $2,631+99.7% |
| Participant deferral / active EE | $12,303 | $5,699+115.9% | $6,144+100.2% | $4,212+192.1% |
| Admin fee / account holder | $7,059 | $7,382-4.4% | $7,654-7.8% | $7,344-3.9% |