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 10-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 | $80,375 | $109,881-26.9% | $150,045-46.4% | $84,808-5.2% |
| Participation rate | 92.0% | 76.1%+16.0pp | 82.3%+9.7pp | 68.3%+23.7pp |
| Annual return | 20.05% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $5,227 | $3,561+46.8% | $4,693+11.4% | $2,631+98.7% |
| Participant deferral / active EE | $8,275 | $6,636+24.7% | $7,997+3.5% | $4,212+96.5% |
| Admin fee / account holder | $3,797 | $8,568-55.7% | $13,435-71.7% | $7,344-48.3% |