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 | $80,323 | $92,985-13.6% | $153,485-47.7% | $80,856-0.7% |
| Participation rate | 91.7% | 69.0%+22.7pp | 77.1%+14.6pp | 67.6%+24.0pp |
| Annual return | 14.13% | 19.95%-5.8pp | 15.65%-1.5pp | 35.59%-21.5pp |
| Employer contribution / active EE | $7,975 | $3,507+127.4% | $5,039+58.3% | $2,755+189.5% |
| Participant deferral / active EE | $11,352 | $5,178+119.2% | $6,757+68.0% | $4,296+164.3% |
| Admin fee / account holder | $5,979 | $8,880-32.7% | $12,724-53.0% | $6,918-13.6% |