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 | $68,048 | $77,314-12.0% | $177,989-61.8% | $80,856-15.8% |
| Participation rate | 92.1% | 65.7%+26.4pp | 77.1%+15.0pp | 67.6%+24.5pp |
| Annual return | 17.65% | 18.09%-0.4pp | 294.48%-276.8pp | 35.59%-17.9pp |
| Employer contribution / active EE | $3,438 | $2,292+50.0% | $3,949-12.9% | $2,755+24.8% |
| Participant deferral / active EE | $7,147 | $4,411+62.0% | $6,276+13.9% | $4,296+66.4% |
| Admin fee / account holder | $6,338 | $7,191-11.9% | $10,363-38.8% | $6,918-8.4% |