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 | $62,798 | $77,503-19.0% | $100,391-37.4% | $80,856-22.3% |
| Participation rate | 83.3% | 76.9%+6.4pp | 81.5%+1.9pp | 67.6%+15.7pp |
| Annual return | 19.70% | 37.20%-17.5pp | 49.20%-29.5pp | 35.59%-15.9pp |
| Employer contribution / active EE | $3,443 | $2,801+22.9% | $3,942-12.7% | $2,755+25.0% |
| Participant deferral / active EE | $10,271 | $6,820+50.6% | $8,082+27.1% | $4,296+139.1% |
| Admin fee / account holder | $22,939 | $5,897+289.0% | $7,899+190.4% | $6,918+231.6% |