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 3-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 | $73,745 | $109,413-32.6% | $156,263-52.8% | $84,808-13.0% |
| Participation rate | 80.0% | 72.7%+7.3pp | 78.9%+1.1pp | 68.3%+11.7pp |
| Annual return | 17.43% | 20.18%-2.8pp | 59.47%-42.0pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,616 | $2,907-44.4% | $4,333-62.7% | $2,631-38.6% |
| Participant deferral / active EE | $3,989 | $4,590-13.1% | $6,158-35.2% | $4,212-5.3% |
| Admin fee / account holder | $18,927 | $9,357+102.3% | $14,255+32.8% | $7,344+157.7% |