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 4-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 | $69,969 | $100,923-30.7% | $150,045-53.4% | $74,304-5.8% |
| Participation rate | 87.5% | 70.1%+17.4pp | 82.3%+5.2pp | 60.3%+27.2pp |
| Annual return | 29.72% | 51.77%-22.0pp | 62.55%-32.8pp | 29.43%+0.3pp |
| Employer contribution / active EE | $7,438 | $3,463+114.8% | $4,693+58.5% | $2,241+231.9% |
| Participant deferral / active EE | $16,201 | $6,709+141.5% | $7,997+102.6% | $3,767+330.1% |
| Admin fee / account holder | $3,734 | $2,767+34.9% | $13,435-72.2% | $2,969+25.8% |