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 | $64,829 | $138,347-53.1% | $184,203-64.8% | $80,856-19.8% |
| Participation rate | 80.4% | 83.9%-3.5pp | 86.8%-6.4pp | 67.6%+12.8pp |
| Annual return | 28.11% | 20.02%+8.1pp | 28.81%-0.7pp | 35.59%-7.5pp |
| Employer contribution / active EE | $6,385 | $4,850+31.6% | $6,427-0.7% | $2,755+131.8% |
| Participant deferral / active EE | $10,153 | $7,071+43.6% | $9,131+11.2% | $4,296+136.4% |
| Admin fee / account holder | $1,828 | $10,483-82.6% | $13,901-86.9% | $6,918-73.6% |