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 10-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 | $73,538 | $39,122+88.0% | $57,179+28.6% | $62,891+16.9% |
| Participation rate | 98.0% | 70.5%+27.5pp | 75.3%+22.6pp | 69.3%+28.7pp |
| Annual return | 5.74% | 9.23%-3.5pp | 14.59%-8.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $4,833 | $1,874+157.9% | $2,682+80.2% | $2,281+111.9% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $666 | $2,592-74.3% | $3,139-78.8% | $4,296-84.5% |