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 8-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 | $57,101 | $109,881-48.0% | $150,045-61.9% | $84,808-32.7% |
| Participation rate | 81.5% | 76.1%+5.4pp | 82.3%-0.8pp | 68.3%+13.2pp |
| Annual return | 21.94% | 28.25%-6.3pp | 62.55%-40.6pp | 40.90%-19.0pp |
| Employer contribution / active EE | $7,305 | $3,561+105.1% | $4,693+55.7% | $2,631+177.7% |
| Participant deferral / active EE | $15,210 | $6,636+129.2% | $7,997+90.2% | $4,212+261.1% |
| Admin fee / account holder | $18,306 | $8,568+113.7% | $13,435+36.3% | $7,344+149.3% |