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 4-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 | $100,734 | $109,881-8.3% | $150,045-32.9% | $84,808+18.8% |
| Participation rate | 71.2% | 76.1%-4.9pp | 82.3%-11.1pp | 68.3%+2.9pp |
| Annual return | 16.30% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,551 | $3,561-0.3% | $4,693-24.3% | $2,631+35.0% |
| Participant deferral / active EE | $7,650 | $6,636+15.3% | $7,997-4.3% | $4,212+81.6% |
| Admin fee / account holder | $3,371 | $8,568-60.7% | $13,435-74.9% | $7,344-54.1% |