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 | $77,488 | $132,049-41.3% | $200,582-61.4% | $74,304+4.3% |
| Participation rate | 87.3% | 84.1%+3.2pp | 86.9%+0.4pp | 60.3%+26.9pp |
| Annual return | 22.39% | 22.22%+0.2pp | 42.33%-19.9pp | 29.43%-7.0pp |
| Employer contribution / active EE | $5,145 | $4,558+12.9% | $6,419-19.8% | $2,241+129.6% |
| Participant deferral / active EE | $12,382 | $7,213+71.7% | $9,331+32.7% | $3,767+228.7% |
| Admin fee / account holder | $7,974 | $2,405+231.6% | $16,305-51.1% | $2,969+168.6% |