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 | $55,786 | $68,719-18.8% | $91,541-39.1% | $84,808-34.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 17.64% | 19.12%-1.5pp | 20.50%-2.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,231 | $1,920+68.3% | $2,505+29.0% | $2,631+22.8% |
| Participant deferral / active EE | $6,737 | $3,136+114.8% | $4,008+68.1% | $4,212+60.0% |
| Admin fee / account holder | $5,527 | $5,786-4.5% | $6,956-20.5% | $7,344-24.7% |