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 5-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 | $67,917 | $95,266-28.7% | $82,389-17.6% | $142,382-52.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.45% | 25.74%-7.3pp | 28.67%-10.2pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,692 | $2,991+23.4% | $2,517+46.7% | $4,299-14.1% |
| Participant deferral / active EE | $14,797 | $4,809+207.7% | $4,155+256.2% | $6,507+127.4% |
| Admin fee / account holder | $6,502 | $8,563-24.1% | $7,231-10.1% | $12,624-48.5% |