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 8-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 | $67,530 | $80,968-16.6% | $96,544-30.1% | $75,163-10.2% |
| Participation rate | 83.3% | 71.8%+11.6pp | 76.0%+7.4pp | 67.2%+16.1pp |
| Annual return | 13.52% | 27.06%-13.5pp | 25.84%-12.3pp | 160.62%-147.1pp |
| Employer contribution / active EE | $2,317 | $2,282+1.5% | $2,965-21.9% | $2,670-13.2% |
| Participant deferral / active EE | $6,581 | $3,928+67.5% | $4,851+35.7% | $4,125+59.5% |
| Admin fee / account holder | $4,531 | $6,724-32.6% | $8,252-45.1% | $5,651-19.8% |