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 10-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 | $81,302 | $99,985-18.7% | $146,665-44.6% | $85,850-5.3% |
| Participation rate | 91.4% | 73.1%+18.3pp | 80.1%+11.3pp | 69.3%+22.1pp |
| Annual return | 14.33% | 18.93%-4.6pp | 22.74%-8.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $4,607 | $2,559+80.0% | $4,136+11.4% | $2,565+79.6% |
| Participant deferral / active EE | $9,855 | $4,006+146.0% | $5,506+79.0% | $3,952+149.4% |
| Admin fee / account holder | $8,341 | $7,702+8.3% | $10,280-18.9% | $6,260+33.2% |