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 | $57,602 | $181,894-68.3% | $156,549-63.2% | $273,961-79.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 24.11% | 30.74%-6.6pp | 32.23%-8.1pp | 41.45%-17.3pp |
| Employer contribution / active EE | $7,333 | $6,248+17.4% | $5,501+33.3% | $4,869+50.6% |
| Participant deferral / active EE | $12,226 | $5,550+120.3% | $4,871+151.0% | $5,287+131.2% |
| Admin fee / account holder | $9,636 | $15,559-38.1% | $13,027-26.0% | $10,132-4.9% |