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 | $64,662 | $109,413-40.9% | $156,263-58.6% | $84,808-23.8% |
| Participation rate | 90.6% | 72.7%+17.9pp | 78.9%+11.7pp | 68.3%+22.3pp |
| Annual return | 20.13% | 20.18%0pp | 59.47%-39.3pp | 40.90%-20.8pp |
| Employer contribution / active EE | $8,886 | $2,907+205.7% | $4,333+105.1% | $2,631+237.7% |
| Participant deferral / active EE | $14,890 | $4,590+224.4% | $6,158+141.8% | $4,212+253.5% |
| Admin fee / account holder | $8,771 | $9,357-6.3% | $14,255-38.5% | $7,344+19.4% |