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 | $73,312 | $101,724-27.9% | $164,813-55.5% | $80,856-9.3% |
| Participation rate | 98.6% | 71.8%+26.7pp | 78.6%+19.9pp | 67.6%+30.9pp |
| Annual return | 19.26% | 16.72%+2.5pp | 69.93%-50.7pp | 35.59%-16.3pp |
| Employer contribution / active EE | $3,626 | $2,953+22.8% | $4,341-16.5% | $2,755+31.6% |
| Participant deferral / active EE | $9,795 | $4,477+118.8% | $6,031+62.4% | $4,296+128.0% |
| Admin fee / account holder | $1,511 | $8,227-81.6% | $12,690-88.1% | $6,918-78.2% |