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 | $80,892 | $87,013-7.0% | $106,213-23.8% | $80,8560% |
| Participation rate | 88.2% | 70.4%+17.7pp | 75.3%+12.9pp | 67.6%+20.5pp |
| Annual return | 24.16% | 17.05%+7.1pp | 116.14%-92.0pp | 35.59%-11.4pp |
| Employer contribution / active EE | $1,151 | $2,395-52.0% | $3,171-63.7% | $2,755-58.2% |
| Participant deferral / active EE | $4,128 | $3,986+3.6% | $5,016-17.7% | $4,296-3.9% |
| Admin fee / account holder | $5,238 | $8,431-37.9% | $11,033-52.5% | $6,918-24.3% |