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 5-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 | $68,538 | $64,839+5.7% | $95,585-28.3% | $84,808-19.2% |
| Participation rate | 76.0% | 63.8%+12.2pp | 72.1%+3.9pp | 68.3%+7.7pp |
| Annual return | 19.65% | -670.96%+690.6pp | 38.56%-18.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,990 | $1,759+70.0% | $2,527+18.3% | $2,631+13.6% |
| Participant deferral / active EE | $7,951 | $2,965+168.2% | $4,023+97.7% | $4,212+88.8% |
| Admin fee / account holder | $8,256 | $5,964+38.4% | $6,127+34.7% | $7,344+12.4% |