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 | $71,498 | $91,407-21.8% | $135,903-47.4% | $71,457+0.1% |
| Participation rate | 99.2% | 75.7%+23.5pp | 81.9%+17.2pp | 67.9%+31.2pp |
| Annual return | 23.03% | 29.90%-6.9pp | 68.23%-45.2pp | 28.85%-5.8pp |
| Employer contribution / active EE | $10,690 | $3,703+188.7% | $4,856+120.1% | $2,588+313.1% |
| Participant deferral / active EE | $8,495 | $7,092+19.8% | $7,758+9.5% | $4,289+98.1% |
| Admin fee / account holder | $996 | $1,266-21.3% | $10,762-90.7% | $1,587-37.2% |