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 3-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 | $79,591 | $89,753-11.3% | $107,525-26.0% | $84,808-6.2% |
| Participation rate | 82.6% | 68.1%+14.5pp | 75.1%+7.5pp | 68.3%+14.3pp |
| Annual return | 16.02% | 29.48%-13.5pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,847 | $3,113-40.7% | $3,754-50.8% | $2,631-29.8% |
| Participant deferral / active EE | $3,030 | $4,056-25.3% | $5,116-40.8% | $4,212-28.1% |
| Admin fee / account holder | $18,598 | $7,222+157.5% | $8,919+108.5% | $7,344+153.2% |