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 | $94,071 | $80,717+16.5% | $154,803-39.2% | $84,808+10.9% |
| Participation rate | 88.2% | 66.8%+21.4pp | 78.1%+10.2pp | 68.3%+19.9pp |
| Annual return | 19.00% | 37.96%-19.0pp | 58.88%-39.9pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,472 | $2,761-10.5% | $4,305-42.6% | $2,631-6.0% |
| Participant deferral / active EE | $4,215 | $3,303+27.6% | $5,540-23.9% | $4,212+0.1% |
| Admin fee / account holder | $1,229 | $6,746-81.8% | $14,329-91.4% | $7,344-83.3% |