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 4-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 | $70,707 | $80,717-12.4% | $154,803-54.3% | $84,808-16.6% |
| Participation rate | 88.0% | 66.8%+21.2pp | 78.1%+9.9pp | 68.3%+19.7pp |
| Annual return | 18.33% | 37.96%-19.6pp | 58.88%-40.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,725 | $2,761-1.3% | $4,305-36.7% | $2,631+3.6% |
| Participant deferral / active EE | $7,210 | $3,303+118.3% | $5,540+30.1% | $4,212+71.2% |
| Admin fee / account holder | $13,081 | $6,746+93.9% | $14,329-8.7% | $7,344+78.1% |