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 | $81,500 | $201,272-59.5% | $184,203-55.8% | $145,922-44.1% |
| Participation rate | 82.6% | 87.5%-4.9pp | 86.8%-4.2pp | 80.3%+2.3pp |
| Annual return | 13.63% | 29.00%-15.4pp | 28.81%-15.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $4,477 | $7,022-36.2% | $6,427-30.3% | $4,660-3.9% |
| Participant deferral / active EE | $10,673 | $9,806+8.8% | $9,131+16.9% | $6,688+59.6% |
| Admin fee / account holder | $9,496 | $16,364-42.0% | $13,901-31.7% | $13,397-29.1% |