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 | $73,292 | $117,983-37.9% | $101,794-28.0% | $142,382-48.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 10.73% | 36.92%-26.2pp | 30.53%-19.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $3,761 | $2,773+35.6% | $2,289+64.3% | $4,299-12.5% |
| Participant deferral / active EE | $5,574 | $4,714+18.2% | $4,084+36.5% | $6,507-14.3% |
| Admin fee / account holder | $2,586 | $10,433-75.2% | $8,777-70.5% | $12,624-79.5% |