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 7-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 | $87,502 | $138,347-36.8% | $184,203-52.5% | $80,856+8.2% |
| Participation rate | 91.8% | 83.9%+7.9pp | 86.8%+5.0pp | 67.6%+24.2pp |
| Annual return | 19.05% | 20.02%-1.0pp | 28.81%-9.8pp | 35.59%-16.5pp |
| Employer contribution / active EE | $5,243 | $4,850+8.1% | $6,427-18.4% | $2,755+90.3% |
| Participant deferral / active EE | $7,490 | $7,071+5.9% | $9,131-18.0% | $4,296+74.4% |
| Admin fee / account holder | $10,934 | $10,483+4.3% | $13,901-21.3% | $6,918+58.1% |