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 | $80,220 | $109,881-27.0% | $150,045-46.5% | $84,808-5.4% |
| Participation rate | 72.0% | 76.1%-4.1pp | 82.3%-10.3pp | 68.3%+3.7pp |
| Annual return | 18.21% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,809 | $3,561+7.0% | $4,693-18.8% | $2,631+44.8% |
| Participant deferral / active EE | $8,834 | $6,636+33.1% | $7,997+10.5% | $4,212+109.8% |
| Admin fee / account holder | $1,844 | $8,568-78.5% | $13,435-86.3% | $7,344-74.9% |