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 | $77,695 | $60,022+29.4% | $88,946-12.6% | $84,808-8.4% |
| Participation rate | 90.6% | 57.8%+32.8pp | 68.8%+21.8pp | 68.3%+22.3pp |
| Annual return | 14.88% | 22.43%-7.6pp | 57.82%-42.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,247 | $1,703+90.7% | $2,555+27.1% | $2,631+23.4% |
| Participant deferral / active EE | $4,327 | $3,114+39.0% | $4,581-5.5% | $4,212+2.7% |
| Admin fee / account holder | $5,403 | $4,811+12.3% | $8,261-34.6% | $7,344-26.4% |