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 | $67,977 | $109,413-37.9% | $156,263-56.5% | $84,808-19.8% |
| Participation rate | 91.9% | 72.7%+19.2pp | 78.9%+13.0pp | 68.3%+23.5pp |
| Annual return | 14.25% | 20.18%-5.9pp | 59.47%-45.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $4,329 | $2,907+48.9% | $4,333-0.1% | $2,631+64.5% |
| Participant deferral / active EE | $3,149 | $4,590-31.4% | $6,158-48.9% | $4,212-25.2% |
| Admin fee / account holder | $8,372 | $9,357-10.5% | $14,255-41.3% | $7,344+14.0% |