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 5-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 | $82,499 | $109,413-24.6% | $156,263-47.2% | $84,808-2.7% |
| Participation rate | 85.4% | 72.7%+12.7pp | 78.9%+6.5pp | 68.3%+17.1pp |
| Annual return | 12.90% | 20.18%-7.3pp | 59.47%-46.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,737 | $2,907-40.3% | $4,333-59.9% | $2,631-34.0% |
| Participant deferral / active EE | $2,338 | $4,590-49.1% | $6,158-62.0% | $4,212-44.5% |
| Admin fee / account holder | $16,895 | $9,357+80.6% | $14,255+18.5% | $7,344+130.1% |