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 10-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 | $82,927 | $109,413-24.2% | $156,263-46.9% | $84,808-2.2% |
| Participation rate | 97.8% | 72.7%+25.1pp | 78.9%+18.9pp | 68.3%+29.5pp |
| Annual return | 19.70% | 20.18%-0.5pp | 59.47%-39.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,026 | $2,907-30.3% | $4,333-53.2% | $2,631-23.0% |
| Participant deferral / active EE | $4,216 | $4,590-8.1% | $6,158-31.5% | $4,212+0.1% |
| Admin fee / account holder | $6,445 | $9,357-31.1% | $14,255-54.8% | $7,344-12.2% |