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 6-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 | $61,170 | $83,477-26.7% | $125,175-51.1% | $72,985-16.2% |
| Participation rate | 76.5% | 73.3%+3.2pp | 79.8%-3.3pp | 69.5%+7.0pp |
| Annual return | 19.01% | 25.78%-6.8pp | 43.79%-24.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,544 | $2,345-34.2% | $3,865-60.1% | $2,440-36.7% |
| Participant deferral / active EE | $3,344 | $3,585-6.7% | $4,937-32.3% | $3,607-7.3% |
| Admin fee / account holder | $6,123 | $5,517+11.0% | $9,702-36.9% | $5,124+19.5% |