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 7-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 | $58,054 | $80,968-28.3% | $96,544-39.9% | $75,163-22.8% |
| Participation rate | 88.2% | 71.8%+16.5pp | 76.0%+12.3pp | 67.2%+21.0pp |
| Annual return | 25.74% | 27.06%-1.3pp | 25.84%-0.1pp | 160.62%-134.9pp |
| Employer contribution / active EE | $3,577 | $2,282+56.8% | $2,965+20.7% | $2,670+34.0% |
| Participant deferral / active EE | $9,477 | $3,928+141.3% | $4,851+95.4% | $4,125+129.7% |
| Admin fee / account holder | $1,413 | $6,724-79.0% | $8,252-82.9% | $5,651-75.0% |