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 | $71,984 | $109,881-34.5% | $150,045-52.0% | $84,808-15.1% |
| Participation rate | 76.5% | 76.1%+0.4pp | 82.3%-5.8pp | 68.3%+8.2pp |
| Annual return | 16.52% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,219 | $3,561-9.6% | $4,693-31.4% | $2,631+22.3% |
| Participant deferral / active EE | $8,557 | $6,636+29.0% | $7,997+7.0% | $4,212+103.2% |
| Admin fee / account holder | $11,057 | $8,568+29.1% | $13,435-17.7% | $7,344+50.6% |