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 8-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 | $66,959 | $74,927-10.6% | $101,794-34.2% | $84,808-21.0% |
| Participation rate | 85.5% | 61.4%+24.1pp | 69.2%+16.3pp | 68.3%+17.2pp |
| Annual return | 12.88% | 18.70%-5.8pp | 30.53%-17.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,447 | $1,522-4.9% | $2,289-36.8% | $2,631-45.0% |
| Participant deferral / active EE | $5,444 | $3,099+75.6% | $4,084+33.3% | $4,212+29.3% |
| Admin fee / account holder | $25,060 | $6,514+284.7% | $8,777+185.5% | $7,344+241.2% |