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 10-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 | $81,625 | $109,413-25.4% | $156,263-47.8% | $84,808-3.8% |
| Participation rate | 86.7% | 72.7%+14.1pp | 78.9%+7.8pp | 68.3%+18.4pp |
| Annual return | 19.83% | 20.18%-0.3pp | 59.47%-39.6pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,029 | $2,907-64.6% | $4,333-76.2% | $2,631-60.9% |
| Participant deferral / active EE | $4,425 | $4,590-3.6% | $6,158-28.1% | $4,212+5.1% |
| Admin fee / account holder | $2,955 | $9,357-68.4% | $14,255-79.3% | $7,344-59.8% |