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 | $73,520 | $80,673-8.9% | $101,326-27.4% | $84,808-13.3% |
| Participation rate | 87.1% | 77.8%+9.3pp | 81.5%+5.6pp | 68.3%+18.8pp |
| Annual return | 15.12% | 38.95%-23.8pp | 36.82%-21.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,429 | $2,698-47.0% | $3,665-61.0% | $2,631-45.7% |
| Participant deferral / active EE | $3,781 | $6,840-44.7% | $7,994-52.7% | $4,212-10.2% |
| Admin fee / account holder | $11,231 | $12,784-12.2% | $11,185+0.4% | $7,344+52.9% |