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 | $62,228 | $65,365-4.8% | $92,893-33.0% | $72,985-14.7% |
| Participation rate | 96.6% | 68.3%+28.2pp | 76.0%+20.5pp | 69.5%+27.1pp |
| Annual return | 16.55% | 42.10%-25.6pp | 109.41%-92.9pp | 81.00%-64.4pp |
| Employer contribution / active EE | $4,689 | $2,594+80.7% | $3,653+28.4% | $2,440+92.2% |
| Participant deferral / active EE | $3,436 | $3,128+9.8% | $4,236-18.9% | $3,607-4.7% |
| Admin fee / account holder | $14,687 | $4,251+245.5% | $5,794+153.5% | $5,124+186.6% |