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 10-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 | $71,203 | $49,227+44.6% | $70,449+1.1% | $79,858-10.8% |
| Participation rate | 92.3% | 69.2%+23.1pp | 75.1%+17.3pp | 69.6%+22.7pp |
| Annual return | 18.00% | 30.06%-12.1pp | 109.03%-91.0pp | 31.71%-13.7pp |
| Employer contribution / active EE | $3,712 | $2,099+76.8% | $2,737+35.6% | $2,471+50.2% |
| Participant deferral / active EE | $7,269 | $2,768+162.6% | $3,709+96.0% | $3,740+94.3% |
| Admin fee / account holder | $1,019 | $2,878-64.6% | $3,845-73.5% | $5,306-80.8% |