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 | $65,579 | $89,753-26.9% | $107,525-39.0% | $84,808-22.7% |
| Participation rate | 91.4% | 68.1%+23.3pp | 75.1%+16.3pp | 68.3%+23.1pp |
| Annual return | 19.18% | 29.48%-10.3pp | 181.32%-162.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $3,104 | $3,113-0.3% | $3,754-17.3% | $2,631+18.0% |
| Participant deferral / active EE | $7,323 | $4,056+80.5% | $5,116+43.1% | $4,212+73.9% |
| Admin fee / account holder | $9,299 | $7,222+28.8% | $8,919+4.3% | $7,344+26.6% |