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 6-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 | $90,208 | $64,307+40.3% | $57,343+57.3% | $125,391-28.1% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.1%+10.6pp | 83.2%+2.5pp |
| Annual return | 1.71% | 25.12%-23.4pp | 24.39%-22.7pp | 282.22%-280.5pp |
| Employer contribution / active EE | $9,175 | $3,193+187.4% | $2,689+241.3% | $4,866+88.6% |
| Participant deferral / active EE | $8,182 | $3,848+112.6% | $3,162+158.7% | $5,352+52.9% |
| Admin fee / account holder | $3,991 | $5,242-23.9% | $3,356+18.9% | $9,540-58.2% |