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 | $87,806 | $89,753-2.2% | $107,525-18.3% | $84,808+3.5% |
| Participation rate | 97.1% | 68.1%+29.1pp | 75.1%+22.1pp | 68.3%+28.8pp |
| Annual return | 17.78% | 29.48%-11.7pp | 181.32%-163.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $5,618 | $3,113+80.4% | $3,754+49.7% | $2,631+113.5% |
| Participant deferral / active EE | $7,078 | $4,056+74.5% | $5,116+38.4% | $4,212+68.1% |
| Admin fee / account holder | $3,067 | $7,222-57.5% | $8,919-65.6% | $7,344-58.2% |