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 4-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 | $72,687 | $60,892+19.4% | $82,389-11.8% | $84,808-14.3% |
| Participation rate | 88.0% | 63.3%+24.7pp | 69.5%+18.5pp | 68.3%+19.7pp |
| Annual return | 20.85% | 37.29%-16.4pp | 28.67%-7.8pp | 40.90%-20.0pp |
| Employer contribution / active EE | $3,236 | $1,779+81.9% | $2,517+28.6% | $2,631+23.0% |
| Participant deferral / active EE | $7,043 | $3,179+121.6% | $4,155+69.5% | $4,212+67.2% |
| Admin fee / account holder | $1,003 | $5,467-81.7% | $7,231-86.1% | $7,344-86.3% |