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 | $78,456 | $109,413-28.3% | $156,263-49.8% | $84,808-7.5% |
| Participation rate | 98.0% | 72.7%+25.3pp | 78.9%+19.1pp | 68.3%+29.6pp |
| Annual return | 20.16% | 20.18%0pp | 59.47%-39.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,444 | $2,907-50.3% | $4,333-66.7% | $2,631-45.1% |
| Participant deferral / active EE | $5,269 | $4,590+14.8% | $6,158-14.4% | $4,212+25.1% |
| Admin fee / account holder | $4,555 | $9,357-51.3% | $14,255-68.0% | $7,344-38.0% |