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 | $75,550 | $163,101-53.7% | $136,749-44.8% | $142,382-46.9% |
| Participation rate | 88.9% | 78.2%+10.7pp | 72.1%+16.7pp | 80.1%+8.8pp |
| Annual return | 16.25% | 27.54%-11.3pp | 24.33%-8.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,826 | $4,117-55.6% | $3,400-46.3% | $4,299-57.5% |
| Participant deferral / active EE | $3,620 | $5,585-35.2% | $4,692-22.9% | $6,507-44.4% |
| Admin fee / account holder | $1,462 | $14,318-89.8% | $11,386-87.2% | $12,624-88.4% |