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 | $63,993 | $109,881-41.8% | $150,045-57.4% | $84,808-24.5% |
| Participation rate | 94.5% | 76.1%+18.5pp | 82.3%+12.2pp | 68.3%+26.2pp |
| Annual return | 17.07% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $8,184 | $3,561+129.8% | $4,693+74.4% | $2,631+211.1% |
| Participant deferral / active EE | $14,559 | $6,636+119.4% | $7,997+82.1% | $4,212+245.7% |
| Admin fee / account holder | $7,747 | $8,568-9.6% | $13,435-42.3% | $7,344+5.5% |