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 4-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 | $71,373 | $89,753-20.5% | $107,525-33.6% | $84,808-15.8% |
| Participation rate | 76.0% | 68.1%+7.9pp | 75.1%+0.9pp | 68.3%+7.7pp |
| Annual return | 15.82% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,610 | $3,113-16.2% | $3,754-30.5% | $2,631-0.8% |
| Participant deferral / active EE | $6,084 | $4,056+50.0% | $5,116+18.9% | $4,212+44.5% |
| Admin fee / account holder | $1,607 | $7,222-77.7% | $8,919-82.0% | $7,344-78.1% |