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 | $82,788 | $80,717+2.6% | $154,803-46.5% | $84,808-2.4% |
| Participation rate | 81.6% | 66.8%+14.8pp | 78.1%+3.6pp | 68.3%+13.3pp |
| Annual return | 13.90% | 37.96%-24.1pp | 58.88%-45.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,073 | $2,761-24.9% | $4,305-51.9% | $2,631-21.2% |
| Participant deferral / active EE | $1,949 | $3,303-41.0% | $5,540-64.8% | $4,212-53.7% |
| Admin fee / account holder | $7,296 | $6,746+8.2% | $14,329-49.1% | $7,344-0.7% |