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 | $69,158 | $80,717-14.3% | $154,803-55.3% | $84,808-18.5% |
| Participation rate | 98.1% | 66.8%+31.3pp | 78.1%+20.0pp | 68.3%+29.8pp |
| Annual return | 16.80% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $8,857 | $2,761+220.7% | $4,305+105.7% | $2,631+236.6% |
| Participant deferral / active EE | $7,717 | $3,303+133.6% | $5,540+39.3% | $4,212+83.2% |
| Admin fee / account holder | $405 | $6,746-94.0% | $14,329-97.2% | $7,344-94.5% |