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 5-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 | $79,604 | $95,803-16.9% | $113,168-29.7% | $84,808-6.1% |
| Participation rate | 97.7% | 72.9%+24.9pp | 76.6%+21.2pp | 68.3%+29.4pp |
| Annual return | 26.97% | 25.00%+2.0pp | 24.27%+2.7pp | 40.90%-13.9pp |
| Employer contribution / active EE | $4,286 | $2,360+81.6% | $2,975+44.1% | $2,631+62.9% |
| Participant deferral / active EE | $11,903 | $4,242+180.6% | $5,107+133.1% | $4,212+182.6% |
| Admin fee / account holder | $5,604 | $8,989-37.7% | $12,068-53.6% | $7,344-23.7% |