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 | $70,582 | $109,881-35.8% | $150,045-53.0% | $84,808-16.8% |
| Participation rate | 83.7% | 76.1%+7.6pp | 82.3%+1.4pp | 68.3%+15.4pp |
| Annual return | 23.68% | 28.25%-4.6pp | 62.55%-38.9pp | 40.90%-17.2pp |
| Employer contribution / active EE | $5,393 | $3,561+51.4% | $4,693+14.9% | $2,631+105.0% |
| Participant deferral / active EE | $13,221 | $6,636+99.2% | $7,997+65.3% | $4,212+213.9% |
| Admin fee / account holder | $11,397 | $8,568+33.0% | $13,435-15.2% | $7,344+55.2% |