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 | $75,482 | $89,753-15.9% | $107,525-29.8% | $84,808-11.0% |
| Participation rate | 91.5% | 68.1%+23.5pp | 75.1%+16.5pp | 68.3%+23.2pp |
| Annual return | 21.60% | 29.48%-7.9pp | 181.32%-159.7pp | 40.90%-19.3pp |
| Employer contribution / active EE | $3,776 | $3,113+21.3% | $3,754+0.6% | $2,631+43.5% |
| Participant deferral / active EE | $5,656 | $4,056+39.5% | $5,116+10.6% | $4,212+34.3% |
| Admin fee / account holder | $812 | $7,222-88.8% | $8,919-90.9% | $7,344-88.9% |