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 | $55,158 | $81,460-32.3% | $103,333-46.6% | $80,856-31.8% |
| Participation rate | 97.7% | 66.8%+30.8pp | 74.5%+23.2pp | 67.6%+30.0pp |
| Annual return | 12.39% | 25.55%-13.2pp | 24.88%-12.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $6,588 | $3,105+112.2% | $3,868+70.3% | $2,755+139.1% |
| Participant deferral / active EE | $2,743 | $3,869-29.1% | $5,057-45.8% | $4,296-36.1% |
| Admin fee / account holder | $478 | $6,566-92.7% | $8,355-94.3% | $6,918-93.1% |