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 9-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 | $65,479 | $54,705+19.7% | $71,209-8.0% | $84,808-22.8% |
| Participation rate | 71.0% | 64.1%+6.9pp | 73.8%-2.8pp | 68.3%+2.7pp |
| Annual return | 19.06% | 35.90%-16.8pp | 282.51%-263.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,733 | $2,158+26.7% | $2,721+0.5% | $2,631+3.9% |
| Participant deferral / active EE | $5,546 | $3,030+83.0% | $4,175+32.8% | $4,212+31.7% |
| Admin fee / account holder | $2,424 | $4,863-50.1% | $5,349-54.7% | $7,344-67.0% |