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 | $69,001 | $80,717-14.5% | $154,803-55.4% | $84,808-18.6% |
| Participation rate | 78.6% | 66.8%+11.8pp | 78.1%+0.5pp | 68.3%+10.3pp |
| Annual return | 24.13% | 37.96%-13.8pp | 58.88%-34.8pp | 40.90%-16.8pp |
| Employer contribution / active EE | $2,573 | $2,761-6.8% | $4,305-40.2% | $2,631-2.2% |
| Participant deferral / active EE | $5,328 | $3,303+61.3% | $5,540-3.8% | $4,212+26.5% |
| Admin fee / account holder | $9,282 | $6,746+37.6% | $14,329-35.2% | $7,344+26.4% |