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 5-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 | $69,097 | $80,968-14.7% | $96,544-28.4% | $75,163-8.1% |
| Participation rate | 90.6% | 71.8%+18.9pp | 76.0%+14.7pp | 67.2%+23.4pp |
| Annual return | 12.97% | 27.06%-14.1pp | 25.84%-12.9pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,197 | $2,282-47.5% | $2,965-59.6% | $2,670-55.2% |
| Participant deferral / active EE | $3,519 | $3,928-10.4% | $4,851-27.5% | $4,125-14.7% |
| Admin fee / account holder | $7,762 | $6,724+15.4% | $8,252-5.9% | $5,651+37.4% |