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 | $73,618 | $93,571-21.3% | $135,903-45.8% | $75,163-2.1% |
| Participation rate | 91.7% | 75.2%+16.5pp | 81.9%+9.8pp | 67.2%+24.5pp |
| Annual return | 17.29% | 30.90%-13.6pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,671 | $3,537+3.8% | $4,856-24.4% | $2,670+37.5% |
| Participant deferral / active EE | $11,324 | $6,404+76.8% | $7,758+46.0% | $4,125+174.5% |
| Admin fee / account holder | $2,756 | $6,975-60.5% | $10,762-74.4% | $5,651-51.2% |