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 9-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 | $77,688 | $100,923-23.0% | $150,045-48.2% | $74,304+4.6% |
| Participation rate | 99.0% | 70.1%+28.9pp | 82.3%+16.7pp | 60.3%+38.7pp |
| Annual return | 17.47% | 51.77%-34.3pp | 62.55%-45.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $3,639 | $3,463+5.1% | $4,693-22.5% | $2,241+62.4% |
| Participant deferral / active EE | $6,512 | $6,709-2.9% | $7,997-18.6% | $3,767+72.9% |
| Admin fee / account holder | $1,789 | $2,767-35.3% | $13,435-86.7% | $2,969-39.7% |