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 | $62,498 | $95,803-34.8% | $113,168-44.8% | $84,808-26.3% |
| Participation rate | 81.5% | 72.9%+8.7pp | 76.6%+5.0pp | 68.3%+13.2pp |
| Annual return | 14.45% | 25.00%-10.6pp | 24.27%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $890 | $2,360-62.3% | $2,975-70.1% | $2,631-66.2% |
| Participant deferral / active EE | $3,699 | $4,242-12.8% | $5,107-27.6% | $4,212-12.2% |
| Admin fee / account holder | $19,011 | $8,989+111.5% | $12,068+57.5% | $7,344+158.9% |