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 8-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 | $63,017 | $93,571-32.7% | $135,903-53.6% | $75,163-16.2% |
| Participation rate | 76.0% | 75.2%+0.8pp | 81.9%-5.9pp | 67.2%+8.8pp |
| Annual return | 23.57% | 30.90%-7.3pp | 68.23%-44.7pp | 160.62%-137.0pp |
| Employer contribution / active EE | $5,151 | $3,537+45.6% | $4,856+6.1% | $2,670+92.9% |
| Participant deferral / active EE | $10,487 | $6,404+63.8% | $7,758+35.2% | $4,125+154.2% |
| Admin fee / account holder | $4,685 | $6,975-32.8% | $10,762-56.5% | $5,651-17.1% |