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 | $57,770 | $148,978-61.2% | $200,582-71.2% | $84,808-31.9% |
| Participation rate | 74.5% | 84.2%-9.7pp | 86.9%-12.4pp | 68.3%+6.2pp |
| Annual return | 25.95% | 28.16%-2.2pp | 42.33%-16.4pp | 40.90%-14.9pp |
| Employer contribution / active EE | $9,271 | $4,815+92.5% | $6,419+44.4% | $2,631+252.4% |
| Participant deferral / active EE | $10,508 | $7,142+47.1% | $9,331+12.6% | $4,212+149.5% |
| Admin fee / account holder | $7,543 | $13,977-46.0% | $16,305-53.7% | $7,344+2.7% |