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 | $80,794 | $117,841-31.4% | $102,423-21.1% | $145,922-44.6% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 11.86% | 31.65%-19.8pp | 29.32%-17.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,659 | $3,615-54.1% | $3,023-45.1% | $4,660-64.4% |
| Participant deferral / active EE | $3,805 | $5,731-33.6% | $5,053-24.7% | $6,688-43.1% |
| Admin fee / account holder | $33,577 | $13,326+152.0% | $9,451+255.3% | $13,397+150.6% |