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 | $70,307 | $95,803-26.6% | $113,168-37.9% | $84,808-17.1% |
| Participation rate | 85.3% | 72.9%+12.4pp | 76.6%+8.7pp | 68.3%+17.0pp |
| Annual return | 17.08% | 25.00%-7.9pp | 24.27%-7.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $5,732 | $2,360+142.9% | $2,975+92.7% | $2,631+117.9% |
| Participant deferral / active EE | $10,309 | $4,242+143.0% | $5,107+101.9% | $4,212+144.8% |
| Admin fee / account holder | $8,702 | $8,989-3.2% | $12,068-27.9% | $7,344+18.5% |