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 10-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 | $73,498 | $91,190-19.4% | $178,490-58.8% | $79,858-8.0% |
| Participation rate | 90.3% | 69.2%+21.1pp | 81.9%+8.4pp | 69.6%+20.7pp |
| Annual return | 16.34% | 24.19%-7.9pp | 151.07%-134.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $4,338 | $3,256+33.2% | $5,011-13.4% | $2,471+75.6% |
| Participant deferral / active EE | $5,237 | $3,236+61.8% | $5,202+0.7% | $3,740+40.0% |
| Admin fee / account holder | $117,071 | $6,751+1634.1% | $13,984+737.2% | $5,306+2106.3% |