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 | $59,018 | $91,407-35.4% | $135,903-56.6% | $71,457-17.4% |
| Participation rate | 96.9% | 75.7%+21.3pp | 81.9%+15.0pp | 67.9%+29.0pp |
| Annual return | 28.29% | 29.90%-1.6pp | 68.23%-39.9pp | 28.85%-0.6pp |
| Employer contribution / active EE | $4,727 | $3,703+27.6% | $4,856-2.7% | $2,588+82.7% |
| Participant deferral / active EE | $15,567 | $7,092+119.5% | $7,758+100.7% | $4,289+263.0% |
| Admin fee / account holder | $1,912 | $1,266+51.1% | $10,762-82.2% | $1,587+20.5% |