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 | $69,068 | $81,460-15.2% | $103,333-33.2% | $80,856-14.6% |
| Participation rate | 76.9% | 66.8%+10.1pp | 74.5%+2.4pp | 67.6%+9.3pp |
| Annual return | 12.96% | 25.55%-12.6pp | 24.88%-11.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,705 | $3,105-12.9% | $3,868-30.1% | $2,755-1.8% |
| Participant deferral / active EE | $7,295 | $3,869+88.6% | $5,057+44.2% | $4,296+69.8% |
| Admin fee / account holder | $1,586 | $6,566-75.9% | $8,355-81.0% | $6,918-77.1% |