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 | $81,880 | $117,983-30.6% | $101,794-19.6% | $142,382-42.5% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 13.82% | 36.92%-23.1pp | 30.53%-16.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,725 | $2,773-37.8% | $2,289-24.6% | $4,299-59.9% |
| Participant deferral / active EE | $9,863 | $4,714+109.2% | $4,084+141.5% | $6,507+51.6% |
| Admin fee / account holder | $1,557 | $10,433-85.1% | $8,777-82.3% | $12,624-87.7% |