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 3-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 | $71,432 | $81,248-12.1% | $155,509-54.1% | $80,856-11.7% |
| Participation rate | 72.0% | 66.2%+5.8pp | 78.2%-6.2pp | 67.6%+4.4pp |
| Annual return | 11.75% | 33.31%-21.6pp | 64.67%-52.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,590 | $3,100-16.5% | $4,672-44.6% | $2,755-6.0% |
| Participant deferral / active EE | $6,111 | $3,452+77.0% | $5,626+8.6% | $4,296+42.2% |
| Admin fee / account holder | $2,826 | $7,997-64.7% | $15,912-82.2% | $6,918-59.1% |