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 | $60,709 | $109,881-44.7% | $150,045-59.5% | $84,808-28.4% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 17.76% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $4,669 | $3,561+31.1% | $4,693-0.5% | $2,631+77.4% |
| Participant deferral / active EE | $7,888 | $6,636+18.9% | $7,997-1.4% | $4,212+87.3% |
| Admin fee / account holder | $2,499 | $8,568-70.8% | $13,435-81.4% | $7,344-66.0% |