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 | $81,375 | $74,927+8.6% | $101,794-20.1% | $84,808-4.0% |
| Participation rate | 95.3% | 61.4%+33.9pp | 69.2%+26.2pp | 68.3%+27.0pp |
| Annual return | 33.30% | 18.70%+14.6pp | 30.53%+2.8pp | 40.90%-7.6pp |
| Employer contribution / active EE | $8,746 | $1,522+474.7% | $2,289+282.1% | $2,631+232.4% |
| Participant deferral / active EE | $17,004 | $3,099+448.7% | $4,084+316.4% | $4,212+303.7% |
| Admin fee / account holder | $27,035 | $6,514+315.0% | $8,777+208.0% | $7,344+268.1% |