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 6-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 | $73,185 | $109,881-33.4% | $150,045-51.2% | $84,808-13.7% |
| Participation rate | 80.6% | 76.1%+4.5pp | 82.3%-1.8pp | 68.3%+12.2pp |
| Annual return | 16.75% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,779 | $3,561+6.1% | $4,693-19.5% | $2,631+43.6% |
| Participant deferral / active EE | $10,117 | $6,636+52.5% | $7,997+26.5% | $4,212+140.2% |
| Admin fee / account holder | $7,967 | $8,568-7.0% | $13,435-40.7% | $7,344+8.5% |