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 | $78,949 | $89,753-12.0% | $107,525-26.6% | $84,808-6.9% |
| Participation rate | 81.0% | 68.1%+13.0pp | 75.1%+6.0pp | 68.3%+12.7pp |
| Annual return | 16.22% | 29.48%-13.3pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,829 | $3,113-9.1% | $3,754-24.6% | $2,631+7.5% |
| Participant deferral / active EE | $5,896 | $4,056+45.4% | $5,116+15.3% | $4,212+40.0% |
| Admin fee / account holder | $25,065 | $7,222+247.1% | $8,919+181.0% | $7,344+241.3% |