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 | $69,526 | $167,484-58.5% | $151,611-54.1% | $134,475-48.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | 13.99% | 7.80%+6.2pp | 3.33%+10.7pp | 417.96%-404.0pp |
| Employer contribution / active EE | $5,709 | $6,829-16.4% | $6,166-7.4% | $4,740+20.5% |
| Participant deferral / active EE | $20,354 | $8,986+126.5% | $8,363+143.4% | $6,400+218.1% |
| Admin fee / account holder | $11,454 | $13,783-16.9% | $11,616-1.4% | $11,426+0.2% |