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 7-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 | $59,796 | $100,923-40.8% | $150,045-60.1% | $74,304-19.5% |
| Participation rate | 88.0% | 70.1%+17.9pp | 82.3%+5.7pp | 60.3%+27.7pp |
| Annual return | 19.77% | 51.77%-32.0pp | 62.55%-42.8pp | 29.43%-9.7pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,705 | $6,709-15.0% | $7,997-28.7% | $3,767+51.4% |
| Admin fee / account holder | $2,803 | $2,767+1.3% | $13,435-79.1% | $2,969-5.6% |