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 | $76,920 | $109,881-30.0% | $150,045-48.7% | $84,808-9.3% |
| Participation rate | 98.6% | 76.1%+22.5pp | 82.3%+16.3pp | 68.3%+30.3pp |
| Annual return | 15.78% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $5,014 | $3,561+40.8% | $4,693+6.8% | $2,631+90.6% |
| Participant deferral / active EE | $8,754 | $6,636+31.9% | $7,997+9.5% | $4,212+107.9% |
| Admin fee / account holder | $19,699 | $8,568+129.9% | $13,435+46.6% | $7,344+168.2% |