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 | $88,669 | $87,841+0.9% | $133,980-33.8% | $62,891+41.0% |
| Participation rate | 97.1% | 83.4%+13.8pp | 87.1%+10.1pp | 69.3%+27.8pp |
| Annual return | 6.46% | 12.05%-5.6pp | 29.30%-22.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $3,696 | $3,483+6.1% | $5,211-29.1% | $2,281+62.0% |
| Participant deferral / active EE | $2,848 | $4,812-40.8% | $6,282-54.7% | $3,203-11.1% |
| Admin fee / account holder | $4,680 | $5,371-12.9% | $9,324-49.8% | $4,296+9.0% |