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 3-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 | $83,375 | $109,881-24.1% | $150,045-44.4% | $84,808-1.7% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 17.45% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,007 | $3,561-15.6% | $4,693-35.9% | $2,631+14.3% |
| Participant deferral / active EE | $9,062 | $6,636+36.6% | $7,997+13.3% | $4,212+115.2% |
| Admin fee / account holder | $5,795 | $8,568-32.4% | $13,435-56.9% | $7,344-21.1% |