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 | $67,906 | $127,065-46.6% | $113,168-40.0% | $142,382-52.3% |
| Participation rate | 90.5% | 79.2%+11.3pp | 76.6%+13.9pp | 80.1%+10.4pp |
| Annual return | 13.31% | 24.03%-10.7pp | 24.27%-11.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,877 | $3,442-45.5% | $2,975-36.9% | $4,299-56.3% |
| Participant deferral / active EE | $2,777 | $5,716-51.4% | $5,107-45.6% | $6,507-57.3% |
| Admin fee / account holder | $1,225 | $15,736-92.2% | $12,068-89.8% | $12,624-90.3% |