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 | $71,801 | $109,413-34.4% | $156,263-54.1% | $84,808-15.3% |
| Participation rate | 89.7% | 72.7%+17.0pp | 78.9%+10.8pp | 68.3%+21.4pp |
| Annual return | 23.29% | 20.18%+3.1pp | 59.47%-36.2pp | 40.90%-17.6pp |
| Employer contribution / active EE | $6,663 | $2,907+129.2% | $4,333+53.8% | $2,631+153.3% |
| Participant deferral / active EE | $2,514 | $4,590-45.2% | $6,158-59.2% | $4,212-40.3% |
| Admin fee / account holder | $2,307 | $9,357-75.3% | $14,255-83.8% | $7,344-68.6% |