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 | $84,210 | $60,892+38.3% | $82,389+2.2% | $84,808-0.7% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 17.22% | 37.29%-20.1pp | 28.67%-11.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,501 | $1,779-15.6% | $2,517-40.4% | $2,631-42.9% |
| Participant deferral / active EE | $7,651 | $3,179+140.7% | $4,155+84.2% | $4,212+81.7% |
| Admin fee / account holder | $1,867 | $5,467-65.9% | $7,231-74.2% | $7,344-74.6% |