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 | $73,120 | $109,881-33.5% | $150,045-51.3% | $84,808-13.8% |
| Participation rate | 79.7% | 76.1%+3.6pp | 82.3%-2.6pp | 68.3%+11.4pp |
| Annual return | 18.27% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $4,623 | $3,561+29.8% | $4,693-1.5% | $2,631+75.7% |
| Participant deferral / active EE | $8,458 | $6,636+27.5% | $7,997+5.8% | $4,212+100.8% |
| Admin fee / account holder | $6,909 | $8,568-19.4% | $13,435-48.6% | $7,344-5.9% |