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 6-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 | $58,162 | $93,571-37.8% | $135,903-57.2% | $75,163-22.6% |
| Participation rate | 83.3% | 75.2%+8.2pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 17.99% | 30.90%-12.9pp | 68.23%-50.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $3,057 | $3,537-13.6% | $4,856-37.1% | $2,670+14.5% |
| Participant deferral / active EE | $7,213 | $6,404+12.6% | $7,758-7.0% | $4,125+74.9% |
| Admin fee / account holder | $4,266 | $6,975-38.8% | $10,762-60.4% | $5,651-24.5% |