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 4-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 | $59,079 | $87,013-32.1% | $106,213-44.4% | $80,856-26.9% |
| Participation rate | 86.5% | 70.4%+16.1pp | 75.3%+11.2pp | 67.6%+18.8pp |
| Annual return | 12.02% | 17.05%-5.0pp | 116.14%-104.1pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,313 | $2,395+38.3% | $3,171+4.5% | $2,755+20.3% |
| Participant deferral / active EE | $5,552 | $3,986+39.3% | $5,016+10.7% | $4,296+29.2% |
| Admin fee / account holder | $8,195 | $8,431-2.8% | $11,033-25.7% | $6,918+18.5% |