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 | $77,863 | $102,605-24.1% | $145,661-46.5% | $84,808-8.2% |
| Participation rate | 72.4% | 74.3%-1.9pp | 77.2%-4.8pp | 68.3%+4.1pp |
| Annual return | 15.32% | 26.50%-11.2pp | 101.46%-86.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,437 | $3,325+3.4% | $4,238-18.9% | $2,631+30.6% |
| Participant deferral / active EE | $5,628 | $5,750-2.1% | $7,198-21.8% | $4,212+33.6% |
| Admin fee / account holder | $2,387 | $8,758-72.7% | $12,466-80.9% | $7,344-67.5% |