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 | $76,756 | $89,753-14.5% | $107,525-28.6% | $84,808-9.5% |
| Participation rate | 78.0% | 68.1%+10.0pp | 75.1%+2.9pp | 68.3%+9.7pp |
| Annual return | 20.35% | 29.48%-9.1pp | 181.32%-161.0pp | 40.90%-20.5pp |
| Employer contribution / active EE | $16,740 | $3,113+437.7% | $3,754+346.0% | $2,631+536.3% |
| Participant deferral / active EE | $2,898 | $4,056-28.6% | $5,116-43.3% | $4,212-31.2% |
| Admin fee / account holder | $14,759 | $7,222+104.4% | $8,919+65.5% | $7,344+101.0% |