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 9-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 | $60,275 | $91,552-34.2% | $133,956-55.0% | $79,858-24.5% |
| Participation rate | 91.1% | 73.3%+17.8pp | 79.8%+11.3pp | 69.6%+21.5pp |
| Annual return | 19.71% | 61.85%-42.1pp | 45.09%-25.4pp | 31.71%-12.0pp |
| Employer contribution / active EE | $2,486 | $2,384+4.3% | $3,919-36.6% | $2,471+0.6% |
| Participant deferral / active EE | $2,512 | $3,733-32.7% | $5,048-50.2% | $3,740-32.8% |
| Admin fee / account holder | $11,180 | $6,321+76.9% | $8,927+25.2% | $5,306+110.7% |