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 5-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 | $63,995 | $95,803-33.2% | $113,168-43.5% | $84,808-24.5% |
| Participation rate | 86.0% | 72.9%+13.2pp | 76.6%+9.5pp | 68.3%+17.7pp |
| Annual return | 21.11% | 25.00%-3.9pp | 24.27%-3.2pp | 40.90%-19.8pp |
| Employer contribution / active EE | $3,592 | $2,360+52.2% | $2,975+20.7% | $2,631+36.5% |
| Participant deferral / active EE | $9,338 | $4,242+120.1% | $5,107+82.9% | $4,212+121.7% |
| Admin fee / account holder | $2,988 | $8,989-66.8% | $12,068-75.2% | $7,344-59.3% |