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 | $79,745 | $78,103+2.1% | $289,028-72.4% | $116,875-31.8% |
| Participation rate | 94.6% | 69.5%+25.1pp | 78.0%+16.6pp | 74.5%+20.1pp |
| Annual return | 19.54% | 15.26%+4.3pp | 243.94%-224.4pp | 16.29%+3.2pp |
| Employer contribution / active EE | $2,892 | $2,718+6.4% | $6,326-54.3% | $3,288-12.0% |
| Participant deferral / active EE | $5,654 | $2,921+93.6% | $4,804+17.7% | $3,885+45.5% |
| Admin fee / account holder | $1,234 | $8,683-85.8% | $14,050-91.2% | $12,263-89.9% |