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 | $77,605 | $94,625-18.0% | $116,228-33.2% | $84,808-8.5% |
| Participation rate | 98.2% | 70.4%+27.8pp | 74.6%+23.7pp | 68.3%+29.9pp |
| Annual return | 24.03% | 20.40%+3.6pp | 90.06%-66.0pp | 40.90%-16.9pp |
| Employer contribution / active EE | $5,033 | $2,347+114.5% | $2,994+68.1% | $2,631+91.3% |
| Participant deferral / active EE | $13,196 | $3,972+232.2% | $4,953+166.4% | $4,212+213.3% |
| Admin fee / account holder | $5,324 | $10,091-47.2% | $11,989-55.6% | $7,344-27.5% |