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 | $58,614 | $89,753-34.7% | $107,525-45.5% | $84,808-30.9% |
| Participation rate | 96.2% | 68.1%+28.2pp | 75.1%+21.2pp | 68.3%+27.9pp |
| Annual return | 20.94% | 29.48%-8.5pp | 181.32%-160.4pp | 40.90%-20.0pp |
| Employer contribution / active EE | $4,081 | $3,113+31.1% | $3,754+8.7% | $2,631+55.1% |
| Participant deferral / active EE | $8,380 | $4,056+106.6% | $5,116+63.8% | $4,212+99.0% |
| Admin fee / account holder | $2,024 | $7,222-72.0% | $8,919-77.3% | $7,344-72.4% |