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 4-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 | $60,256 | $148,978-59.6% | $200,582-70.0% | $84,808-28.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 66.20% | 28.16%+38.0pp | 42.33%+23.9pp | 40.90%+25.3pp |
| Employer contribution / active EE | $3,314 | $4,815-31.2% | $6,419-48.4% | $2,631+25.9% |
| Participant deferral / active EE | $11,229 | $7,142+57.2% | $9,331+20.3% | $4,212+166.6% |
| Admin fee / account holder | $2,648 | $13,977-81.1% | $16,305-83.8% | $7,344-63.9% |