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 | $58,013 | $148,978-61.1% | $200,582-71.1% | $84,808-31.6% |
| Participation rate | 84.6% | 84.2%+0.4pp | 86.9%-2.3pp | 68.3%+16.3pp |
| Annual return | 21.98% | 28.16%-6.2pp | 42.33%-20.4pp | 40.90%-18.9pp |
| Employer contribution / active EE | $5,142 | $4,815+6.8% | $6,419-19.9% | $2,631+95.5% |
| Participant deferral / active EE | $9,691 | $7,142+35.7% | $9,331+3.9% | $4,212+130.1% |
| Admin fee / account holder | $2,431 | $13,977-82.6% | $16,305-85.1% | $7,344-66.9% |