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 | $73,124 | $80,968-9.7% | $96,544-24.3% | $75,163-2.7% |
| Participation rate | 78.4% | 71.8%+6.7pp | 76.0%+2.5pp | 67.2%+11.2pp |
| Annual return | 14.54% | 27.06%-12.5pp | 25.84%-11.3pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,040 | $2,282-54.4% | $2,965-64.9% | $2,670-61.1% |
| Participant deferral / active EE | $4,486 | $3,928+14.2% | $4,851-7.5% | $4,125+8.8% |
| Admin fee / account holder | $3,983 | $6,724-40.8% | $8,252-51.7% | $5,651-29.5% |