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 | $80,049 | $117,841-32.1% | $102,423-21.8% | $145,922-45.1% |
| Participation rate | 86.7% | 78.6%+8.1pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 15.43% | 31.65%-16.2pp | 29.32%-13.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,179 | $3,615-67.4% | $3,023-61.0% | $4,660-74.7% |
| Participant deferral / active EE | $6,195 | $5,731+8.1% | $5,053+22.6% | $6,688-7.4% |
| Admin fee / account holder | $410 | $13,326-96.9% | $9,451-95.7% | $13,397-96.9% |