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 | $96,591 | $109,881-12.1% | $150,045-35.6% | $84,808+13.9% |
| Participation rate | 71.0% | 76.1%-5.1pp | 82.3%-11.4pp | 68.3%+2.7pp |
| Annual return | 16.79% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $6,017 | $3,561+69.0% | $4,693+28.2% | $2,631+128.7% |
| Participant deferral / active EE | $15,033 | $6,636+126.5% | $7,997+88.0% | $4,212+256.9% |
| Admin fee / account holder | $4,268 | $8,568-50.2% | $13,435-68.2% | $7,344-41.9% |