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 7-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 | $91,476 | $109,413-16.4% | $156,263-41.5% | $84,808+7.9% |
| Participation rate | 97.3% | 72.7%+24.6pp | 78.9%+18.4pp | 68.3%+28.9pp |
| Annual return | 17.74% | 20.18%-2.4pp | 59.47%-41.7pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,485 | $2,907+19.9% | $4,333-19.6% | $2,631+32.5% |
| Participant deferral / active EE | $10,245 | $4,590+123.2% | $6,158+66.4% | $4,212+143.3% |
| Admin fee / account holder | $5,037 | $9,357-46.2% | $14,255-64.7% | $7,344-31.4% |