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 6-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 | $86,002 | $110,257-22.0% | $96,544-10.9% | $139,434-38.3% |
| Participation rate | 70.6% | 78.1%-7.5pp | 76.0%-5.4pp | 80.3%-9.7pp |
| Annual return | 17.27% | 26.32%-9.0pp | 25.84%-8.6pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,582 | $3,620-28.7% | $2,965-12.9% | $4,751-45.6% |
| Participant deferral / active EE | $4,727 | $5,548-14.8% | $4,851-2.5% | $6,710-29.5% |
| Admin fee / account holder | $1,382 | $11,591-88.1% | $8,252-83.3% | $11,403-87.9% |