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 | $67,110 | $60,022+11.8% | $88,946-24.5% | $84,808-20.9% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 13.63% | 22.43%-8.8pp | 57.82%-44.2pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,677 | $1,703+57.2% | $2,555+4.8% | $2,631+1.7% |
| Participant deferral / active EE | $4,677 | $3,114+50.2% | $4,581+2.1% | $4,212+11.1% |
| Admin fee / account holder | $12,447 | $4,811+158.7% | $8,261+50.7% | $7,344+69.5% |