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 | $72,161 | $60,022+20.2% | $88,946-18.9% | $84,808-14.9% |
| Participation rate | 97.6% | 57.8%+39.7pp | 68.8%+28.7pp | 68.3%+29.2pp |
| Annual return | 14.90% | 22.43%-7.5pp | 57.82%-42.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,632 | $1,703+54.6% | $2,555+3.0% | $2,6310% |
| Participant deferral / active EE | $5,068 | $3,114+62.8% | $4,581+10.6% | $4,212+20.3% |
| Admin fee / account holder | $4,309 | $4,811-10.4% | $8,261-47.8% | $7,344-41.3% |