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 | $83,069 | $95,803-13.3% | $113,168-26.6% | $84,808-2.0% |
| Participation rate | 93.9% | 72.9%+21.1pp | 76.6%+17.4pp | 68.3%+25.6pp |
| Annual return | 19.31% | 25.00%-5.7pp | 24.27%-5.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,034 | $2,360-13.8% | $2,975-31.6% | $2,631-22.7% |
| Participant deferral / active EE | $4,751 | $4,242+12.0% | $5,107-7.0% | $4,212+12.8% |
| Admin fee / account holder | $1,064 | $8,989-88.2% | $12,068-91.2% | $7,344-85.5% |