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 9-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 | $60,901 | $127,065-52.1% | $113,168-46.2% | $142,382-57.2% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 10.21% | 24.03%-13.8pp | 24.27%-14.1pp | 217.08%-206.9pp |
| Employer contribution / active EE | $5,581 | $3,442+62.2% | $2,975+87.6% | $4,299+29.8% |
| Participant deferral / active EE | $3,296 | $5,716-42.3% | $5,107-35.5% | $6,507-49.3% |
| Admin fee / account holder | $51,448 | $15,736+226.9% | $12,068+326.3% | $12,624+307.6% |