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 | $55,998 | $95,803-41.5% | $113,168-50.5% | $84,808-34.0% |
| Participation rate | 90.8% | 72.9%+17.9pp | 76.6%+14.2pp | 68.3%+22.5pp |
| Annual return | 17.30% | 25.00%-7.7pp | 24.27%-7.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,609 | $2,360+10.6% | $2,975-12.3% | $2,631-0.8% |
| Participant deferral / active EE | $10,439 | $4,242+146.1% | $5,107+104.4% | $4,212+147.9% |
| Admin fee / account holder | $2,005 | $8,989-77.7% | $12,068-83.4% | $7,344-72.7% |