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 7-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 | $65,322 | $80,717-19.1% | $154,803-57.8% | $84,808-23.0% |
| Participation rate | 96.2% | 66.8%+29.4pp | 78.1%+18.2pp | 68.3%+27.9pp |
| Annual return | 19.10% | 37.96%-18.9pp | 58.88%-39.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $3,411 | $2,761+23.5% | $4,305-20.8% | $2,631+29.7% |
| Participant deferral / active EE | $11,066 | $3,303+235.0% | $5,540+99.7% | $4,212+162.7% |
| Admin fee / account holder | $14,346 | $6,746+112.7% | $14,329+0.1% | $7,344+95.3% |