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 | $75,503 | $74,927+0.8% | $101,794-25.8% | $84,808-11.0% |
| Participation rate | 98.0% | 61.4%+36.6pp | 69.2%+28.8pp | 68.3%+29.7pp |
| Annual return | 30.37% | 18.70%+11.7pp | 30.53%-0.2pp | 40.90%-10.5pp |
| Employer contribution / active EE | $6,205 | $1,522+307.7% | $2,289+171.1% | $2,631+135.8% |
| Participant deferral / active EE | $9,338 | $3,099+201.3% | $4,084+128.7% | $4,212+121.7% |
| Admin fee / account holder | $1,363 | $6,514-79.1% | $8,777-84.5% | $7,344-81.4% |