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 | $87,277 | $127,065-31.3% | $113,168-22.9% | $142,382-38.7% |
| Participation rate | 95.5% | 79.2%+16.2pp | 76.6%+18.9pp | 80.1%+15.3pp |
| Annual return | 17.74% | 24.03%-6.3pp | 24.27%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,456 | $3,442-28.6% | $2,975-17.4% | $4,299-42.9% |
| Participant deferral / active EE | $5,157 | $5,716-9.8% | $5,107+1.0% | $6,507-20.7% |
| Admin fee / account holder | $1,301 | $15,736-91.7% | $12,068-89.2% | $12,624-89.7% |