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 8-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 | $64,402 | $148,978-56.8% | $200,582-67.9% | $84,808-24.1% |
| Participation rate | 87.5% | 84.2%+3.3pp | 86.9%+0.6pp | 68.3%+19.2pp |
| Annual return | 16.29% | 28.16%-11.9pp | 42.33%-26.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,497 | $4,815-48.1% | $6,419-61.1% | $2,631-5.1% |
| Participant deferral / active EE | $6,796 | $7,142-4.8% | $9,331-27.2% | $4,212+61.4% |
| Admin fee / account holder | $7,674 | $13,977-45.1% | $16,305-52.9% | $7,344+4.5% |