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 | $72,419 | $89,753-19.3% | $107,525-32.6% | $84,808-14.6% |
| Participation rate | 72.5% | 68.1%+4.5pp | 75.1%-2.5pp | 68.3%+4.2pp |
| Annual return | 12.90% | 29.48%-16.6pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,562 | $3,113-17.7% | $3,754-31.8% | $2,631-2.6% |
| Participant deferral / active EE | $4,401 | $4,056+8.5% | $5,116-14.0% | $4,212+4.5% |
| Admin fee / account holder | $10,477 | $7,222+45.1% | $8,919+17.5% | $7,344+42.7% |