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 9-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 | $65,765 | $80,717-18.5% | $154,803-57.5% | $84,808-22.5% |
| Participation rate | 80.0% | 66.8%+13.2pp | 78.1%+1.9pp | 68.3%+11.7pp |
| Annual return | 17.03% | 37.96%-20.9pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,925 | $2,761-30.3% | $4,305-55.3% | $2,631-26.8% |
| Participant deferral / active EE | $3,448 | $3,303+4.4% | $5,540-37.8% | $4,212-18.1% |
| Admin fee / account holder | $8,410 | $6,746+24.7% | $14,329-41.3% | $7,344+14.5% |