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 | $64,728 | $148,978-56.6% | $200,582-67.7% | $84,808-23.7% |
| Participation rate | 93.9% | 84.2%+9.7pp | 86.9%+7.1pp | 68.3%+25.6pp |
| Annual return | 57.11% | 28.16%+29.0pp | 42.33%+14.8pp | 40.90%+16.2pp |
| Employer contribution / active EE | $4,909 | $4,815+1.9% | $6,419-23.5% | $2,631+86.6% |
| Participant deferral / active EE | $11,088 | $7,142+55.3% | $9,331+18.8% | $4,212+163.3% |
| Admin fee / account holder | $3,058 | $13,977-78.1% | $16,305-81.2% | $7,344-58.4% |