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 | $78,763 | $93,170-15.5% | $100,534-21.7% | $84,808-7.1% |
| Participation rate | 87.1% | 75.8%+11.3pp | 80.6%+6.5pp | 68.3%+18.8pp |
| Annual return | 33.20% | 47.13%-13.9pp | 32.66%+0.5pp | 40.90%-7.7pp |
| Employer contribution / active EE | $5,397 | $3,985+35.4% | $4,346+24.2% | $2,631+105.1% |
| Participant deferral / active EE | $9,773 | $5,699+71.5% | $6,144+59.1% | $4,212+132.0% |
| Admin fee / account holder | $3,391 | $7,382-54.1% | $7,654-55.7% | $7,344-53.8% |