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 9-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 | $84,189 | $109,413-23.1% | $156,263-46.1% | $84,808-0.7% |
| Participation rate | 83.3% | 72.7%+10.6pp | 78.9%+4.4pp | 68.3%+15.0pp |
| Annual return | 26.97% | 20.18%+6.8pp | 59.47%-32.5pp | 40.90%-13.9pp |
| Employer contribution / active EE | $2,714 | $2,907-6.6% | $4,333-37.4% | $2,631+3.2% |
| Participant deferral / active EE | $6,594 | $4,590+43.7% | $6,158+7.1% | $4,212+56.6% |
| Admin fee / account holder | $6,702 | $9,357-28.4% | $14,255-53.0% | $7,344-8.7% |