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 8-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 | $63,398 | $89,753-29.4% | $107,525-41.0% | $84,808-25.2% |
| Participation rate | 80.4% | 68.1%+12.4pp | 75.1%+5.4pp | 68.3%+12.1pp |
| Annual return | 23.26% | 29.48%-6.2pp | 181.32%-158.1pp | 40.90%-17.6pp |
| Employer contribution / active EE | $8,412 | $3,113+170.2% | $3,754+124.1% | $2,631+219.7% |
| Participant deferral / active EE | $4,384 | $4,056+8.1% | $5,116-14.3% | $4,212+4.1% |
| Admin fee / account holder | $7,479 | $7,222+3.6% | $8,919-16.1% | $7,344+1.8% |