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 4-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 | $70,286 | $109,881-36.0% | $150,045-53.2% | $84,808-17.1% |
| Participation rate | 88.3% | 76.1%+12.2pp | 82.3%+6.0pp | 68.3%+20.0pp |
| Annual return | 21.94% | 28.25%-6.3pp | 62.55%-40.6pp | 40.90%-19.0pp |
| Employer contribution / active EE | $4,301 | $3,561+20.8% | $4,693-8.3% | $2,631+63.5% |
| Participant deferral / active EE | $9,316 | $6,636+40.4% | $7,997+16.5% | $4,212+121.2% |
| Admin fee / account holder | $2,118 | $8,568-75.3% | $13,435-84.2% | $7,344-71.2% |