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 | $76,524 | $117,983-35.1% | $101,794-24.8% | $142,382-46.3% |
| Participation rate | 76.2% | 74.2%+2.0pp | 69.2%+7.0pp | 80.1%-3.9pp |
| Annual return | 14.17% | 36.92%-22.7pp | 30.53%-16.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,469 | $2,773-47.0% | $2,289-35.8% | $4,299-65.8% |
| Participant deferral / active EE | $5,457 | $4,714+15.8% | $4,084+33.6% | $6,507-16.1% |
| Admin fee / account holder | $85,852 | $10,433+722.9% | $8,777+878.1% | $12,624+580.1% |