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 4-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 | $75,454 | $61,605+22.5% | $112,229-32.8% | $75,163+0.4% |
| Participation rate | 81.8% | 61.7%+20.1pp | 72.4%+9.4pp | 67.2%+14.6pp |
| Annual return | 22.05% | 28.47%-6.4pp | 30.20%-8.2pp | 160.62%-138.6pp |
| Employer contribution / active EE | $2,266 | $2,015+12.4% | $3,430-33.9% | $2,670-15.1% |
| Participant deferral / active EE | $3,927 | $3,108+26.3% | $4,798-18.2% | $4,125-4.8% |
| Admin fee / account holder | $3,211 | $4,862-34.0% | $7,748-58.6% | $5,651-43.2% |