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 | $63,278 | $109,881-42.4% | $150,045-57.8% | $84,808-25.4% |
| Participation rate | 75.4% | 76.1%-0.6pp | 82.3%-6.9pp | 68.3%+7.1pp |
| Annual return | 24.00% | 28.25%-4.2pp | 62.55%-38.5pp | 40.90%-16.9pp |
| Employer contribution / active EE | $887 | $3,561-75.1% | $4,693-81.1% | $2,631-66.3% |
| Participant deferral / active EE | $11,669 | $6,636+75.8% | $7,997+45.9% | $4,212+177.1% |
| Admin fee / account holder | $6,732 | $8,568-21.4% | $13,435-49.9% | $7,344-8.3% |