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 | $86,215 | $81,460+5.8% | $103,333-16.6% | $80,856+6.6% |
| Participation rate | 75.7% | 66.8%+8.8pp | 74.5%+1.2pp | 67.6%+8.0pp |
| Annual return | 11.60% | 25.55%-13.9pp | 24.88%-13.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $5,088 | $3,105+63.9% | $3,868+31.5% | $2,755+84.7% |
| Participant deferral / active EE | $3,383 | $3,869-12.6% | $5,057-33.1% | $4,296-21.3% |
| Admin fee / account holder | $2,258 | $6,566-65.6% | $8,355-73.0% | $6,918-67.4% |