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 | $62,952 | $81,460-22.7% | $103,333-39.1% | $80,856-22.1% |
| Participation rate | 74.1% | 66.8%+7.2pp | 74.5%-0.4pp | 67.6%+6.4pp |
| Annual return | 10.57% | 25.55%-15.0pp | 24.88%-14.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,135 | $3,105-31.2% | $3,868-44.8% | $2,755-22.5% |
| Participant deferral / active EE | $4,146 | $3,869+7.2% | $5,057-18.0% | $4,296-3.5% |
| Admin fee / account holder | $6,198 | $6,566-5.6% | $8,355-25.8% | $6,918-10.4% |