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 3-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 | $62,408 | $89,753-30.5% | $107,525-42.0% | $84,808-26.4% |
| Participation rate | 93.9% | 68.1%+25.9pp | 75.1%+18.9pp | 68.3%+25.6pp |
| Annual return | 20.79% | 29.48%-8.7pp | 181.32%-160.5pp | 40.90%-20.1pp |
| Employer contribution / active EE | $3,963 | $3,113+27.3% | $3,754+5.6% | $2,631+50.6% |
| Participant deferral / active EE | $9,803 | $4,056+141.7% | $5,116+91.6% | $4,212+132.8% |
| Admin fee / account holder | $2,082 | $7,222-71.2% | $8,919-76.7% | $7,344-71.7% |