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 | $60,919 | $109,881-44.6% | $150,045-59.4% | $84,808-28.2% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 22.62% | 28.25%-5.6pp | 62.55%-39.9pp | 40.90%-18.3pp |
| Employer contribution / active EE | $1,196 | $3,561-66.4% | $4,693-74.5% | $2,631-54.5% |
| Participant deferral / active EE | $11,316 | $6,636+70.5% | $7,997+41.5% | $4,212+168.7% |
| Admin fee / account holder | $2,837 | $8,568-66.9% | $13,435-78.9% | $7,344-61.4% |