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 | $79,751 | $80,717-1.2% | $154,803-48.5% | $84,808-6.0% |
| Participation rate | 92.9% | 66.8%+26.0pp | 78.1%+14.8pp | 68.3%+24.5pp |
| Annual return | 16.50% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $5,901 | $2,761+113.7% | $4,305+37.1% | $2,631+124.3% |
| Participant deferral / active EE | $4,027 | $3,303+21.9% | $5,540-27.3% | $4,212-4.4% |
| Admin fee / account holder | $18,765 | $6,746+178.2% | $14,329+31.0% | $7,344+155.5% |