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 | $82,976 | $109,881-24.5% | $150,045-44.7% | $84,808-2.2% |
| Participation rate | 84.1% | 76.1%+8.0pp | 82.3%+1.8pp | 68.3%+15.8pp |
| Annual return | 15.32% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,731 | $3,561-23.3% | $4,693-41.8% | $2,631+3.8% |
| Participant deferral / active EE | $4,643 | $6,636-30.0% | $7,997-41.9% | $4,212+10.2% |
| Admin fee / account holder | $5,626 | $8,568-34.3% | $13,435-58.1% | $7,344-23.4% |