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 7-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 | $79,625 | $80,717-1.4% | $154,803-48.6% | $84,808-6.1% |
| Participation rate | 96.2% | 66.8%+29.3pp | 78.1%+18.1pp | 68.3%+27.8pp |
| Annual return | 15.31% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $5,147 | $2,761+86.4% | $4,305+19.5% | $2,631+95.6% |
| Participant deferral / active EE | $5,722 | $3,303+73.2% | $5,540+3.3% | $4,212+35.9% |
| Admin fee / account holder | $2,088 | $6,746-69.0% | $14,329-85.4% | $7,344-71.6% |