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 | $68,326 | $86,944-21.4% | $107,525-36.5% | $74,304-8.0% |
| Participation rate | 78.6% | 59.6%+19.0pp | 75.1%+3.5pp | 60.3%+18.2pp |
| Annual return | 14.45% | 23.52%-9.1pp | 181.32%-166.9pp | 29.43%-15.0pp |
| Employer contribution / active EE | $8,179 | $2,757+196.7% | $3,754+117.9% | $2,241+264.9% |
| Participant deferral / active EE | $2,119 | $3,554-40.4% | $5,116-58.6% | $3,767-43.8% |
| Admin fee / account holder | $6,913 | $3,727+85.5% | $8,919-22.5% | $2,969+132.9% |