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 | $63,439 | $74,927-15.3% | $101,794-37.7% | $84,808-25.2% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 16.00% | 18.70%-2.7pp | 30.53%-14.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,225 | $1,522+111.9% | $2,289+40.9% | $2,631+22.6% |
| Participant deferral / active EE | $7,404 | $3,099+138.9% | $4,084+81.3% | $4,212+75.8% |
| Admin fee / account holder | $8,635 | $6,514+32.6% | $8,777-1.6% | $7,344+17.6% |