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 7-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 | $90,380 | $109,413-17.4% | $156,263-42.2% | $84,808+6.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 16.59% | 20.18%-3.6pp | 59.47%-42.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4,489 | $2,907+54.4% | $4,333+3.6% | $2,631+70.6% |
| Participant deferral / active EE | $6,125 | $4,590+33.4% | $6,158-0.5% | $4,212+45.4% |
| Admin fee / account holder | $3,264 | $9,357-65.1% | $14,255-77.1% | $7,344-55.6% |