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 | $73,012 | $109,881-33.6% | $150,045-51.3% | $84,808-13.9% |
| Participation rate | 84.0% | 76.1%+7.9pp | 82.3%+1.7pp | 68.3%+15.7pp |
| Annual return | 18.63% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $3,551 | $3,561-0.3% | $4,693-24.3% | $2,631+35.0% |
| Participant deferral / active EE | $8,875 | $6,636+33.7% | $7,997+11.0% | $4,212+110.7% |
| Admin fee / account holder | $7,022 | $8,568-18.0% | $13,435-47.7% | $7,344-4.4% |