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 | $88,129 | $80,717+9.2% | $154,803-43.1% | $84,808+3.9% |
| Participation rate | 82.8% | 66.8%+15.9pp | 78.1%+4.7pp | 68.3%+14.4pp |
| Annual return | 13.99% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,843 | $2,761+2.9% | $4,305-34.0% | $2,631+8.0% |
| Participant deferral / active EE | $3,617 | $3,303+9.5% | $5,540-34.7% | $4,212-14.1% |
| Admin fee / account holder | $6,056 | $6,746-10.2% | $14,329-57.7% | $7,344-17.5% |