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 8-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 | $76,223 | $80,717-5.6% | $154,803-50.8% | $84,808-10.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.52% | 37.96%-20.4pp | 58.88%-41.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $5,390 | $2,761+95.2% | $4,305+25.2% | $2,631+104.8% |
| Participant deferral / active EE | $7,950 | $3,303+140.7% | $5,540+43.5% | $4,212+88.8% |
| Admin fee / account holder | $1,045 | $6,746-84.5% | $14,329-92.7% | $7,344-85.8% |