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 8-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 | $69,348 | $109,881-36.9% | $150,045-53.8% | $84,808-18.2% |
| Participation rate | 83.7% | 76.1%+7.6pp | 82.3%+1.4pp | 68.3%+15.4pp |
| Annual return | 20.98% | 28.25%-7.3pp | 62.55%-41.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $3,464 | $3,561-2.7% | $4,693-26.2% | $2,631+31.7% |
| Participant deferral / active EE | $7,812 | $6,636+17.7% | $7,997-2.3% | $4,212+85.5% |
| Admin fee / account holder | $6,310 | $8,568-26.3% | $13,435-53.0% | $7,344-14.1% |