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 | $80,675 | $109,881-26.6% | $150,045-46.2% | $84,808-4.9% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.3pp | 68.3%+28.4pp |
| Annual return | 17.65% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,856 | $3,561-19.8% | $4,693-39.2% | $2,631+8.5% |
| Participant deferral / active EE | $11,719 | $6,636+76.6% | $7,997+46.5% | $4,212+178.3% |
| Admin fee / account holder | $6,158 | $8,568-28.1% | $13,435-54.2% | $7,344-16.1% |