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 | $87,744 | $86,929+0.9% | $102,423-14.3% | $80,856+8.5% |
| Participation rate | 76.6% | 72.4%+4.2pp | 76.5%+0.1pp | 67.6%+9.0pp |
| Annual return | 20.69% | 18.88%+1.8pp | 29.32%-8.6pp | 35.59%-14.9pp |
| Employer contribution / active EE | $1,606 | $2,369-32.2% | $3,023-46.9% | $2,755-41.7% |
| Participant deferral / active EE | $3,486 | $4,118-15.3% | $5,053-31.0% | $4,296-18.8% |
| Admin fee / account holder | $2,234 | $8,049-72.2% | $9,451-76.4% | $6,918-67.7% |