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 | $72,590 | $77,503-6.3% | $100,391-27.7% | $80,856-10.2% |
| Participation rate | 70.6% | 76.9%-6.4pp | 81.5%-10.9pp | 67.6%+3.0pp |
| Annual return | 13.94% | 37.20%-23.3pp | 49.20%-35.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,410 | $2,801+21.7% | $3,942-13.5% | $2,755+23.8% |
| Participant deferral / active EE | $6,701 | $6,820-1.7% | $8,082-17.1% | $4,296+56.0% |
| Admin fee / account holder | $12,640 | $5,897+114.3% | $7,899+60.0% | $6,918+82.7% |