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 | $82,193 | $56,317+45.9% | $71,209+15.4% | $74,304+10.6% |
| Participation rate | 71.2% | 55.1%+16.0pp | 73.8%-2.6pp | 60.3%+10.8pp |
| Annual return | 18.06% | 42.83%-24.8pp | 282.51%-264.4pp | 29.43%-11.4pp |
| Employer contribution / active EE | $2,936 | $2,160+35.9% | $2,721+7.9% | $2,241+31.0% |
| Participant deferral / active EE | $4,811 | $2,788+72.6% | $4,175+15.2% | $3,767+27.7% |
| Admin fee / account holder | $3,544 | $2,290+54.8% | $5,349-33.7% | $2,969+19.4% |