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 | $72,881 | $86,929-16.2% | $102,423-28.8% | $80,856-9.9% |
| Participation rate | 96.5% | 72.4%+24.1pp | 76.5%+20.0pp | 67.6%+28.9pp |
| Annual return | 23.64% | 18.88%+4.8pp | 29.32%-5.7pp | 35.59%-12.0pp |
| Employer contribution / active EE | $3,509 | $2,369+48.1% | $3,023+16.1% | $2,755+27.4% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $13,460 | $8,049+67.2% | $9,451+42.4% | $6,918+94.6% |