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 3-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 | $76,718 | $117,841-34.9% | $102,423-25.1% | $145,922-47.4% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 15.11% | 31.65%-16.5pp | 29.32%-14.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $3,177 | $3,615-12.1% | $3,023+5.1% | $4,660-31.8% |
| Participant deferral / active EE | $8,263 | $5,731+44.2% | $5,053+63.5% | $6,688+23.6% |
| Admin fee / account holder | $4,903 | $13,326-63.2% | $9,451-48.1% | $13,397-63.4% |