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 | $76,951 | $109,881-30.0% | $150,045-48.7% | $84,808-9.3% |
| Participation rate | 83.9% | 76.1%+7.8pp | 82.3%+1.6pp | 68.3%+15.6pp |
| Annual return | 15.93% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,062 | $3,561-14.0% | $4,693-34.8% | $2,631+16.4% |
| Participant deferral / active EE | $6,503 | $6,636-2.0% | $7,997-18.7% | $4,212+54.4% |
| Admin fee / account holder | $5,406 | $8,568-36.9% | $13,435-59.8% | $7,344-26.4% |