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 5-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 | $89,627 | $109,881-18.4% | $150,045-40.3% | $84,808+5.7% |
| Participation rate | 78.3% | 76.1%+2.2pp | 82.3%-4.0pp | 68.3%+10.0pp |
| Annual return | 17.09% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,555 | $3,561-56.3% | $4,693-66.9% | $2,631-40.9% |
| Participant deferral / active EE | $6,113 | $6,636-7.9% | $7,997-23.6% | $4,212+45.1% |
| Admin fee / account holder | $3,843 | $8,568-55.2% | $13,435-71.4% | $7,344-47.7% |