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 | $76,930 | $89,753-14.3% | $107,525-28.5% | $84,808-9.3% |
| Participation rate | 92.0% | 68.1%+23.9pp | 75.1%+16.9pp | 68.3%+23.7pp |
| Annual return | 15.96% | 29.48%-13.5pp | 181.32%-165.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,784 | $3,113+21.5% | $3,754+0.8% | $2,631+43.8% |
| Participant deferral / active EE | $7,413 | $4,056+82.8% | $5,116+44.9% | $4,212+76.0% |
| Admin fee / account holder | $679 | $7,222-90.6% | $8,919-92.4% | $7,344-90.8% |