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 | $93,779 | $80,673+16.2% | $101,326-7.4% | $84,808+10.6% |
| Participation rate | 83.8% | 77.8%+6.0pp | 81.5%+2.3pp | 68.3%+15.5pp |
| Annual return | 18.82% | 38.95%-20.1pp | 36.82%-18.0pp | 40.90%-22.1pp |
| Employer contribution / active EE | $3,373 | $2,698+25.0% | $3,665-8.0% | $2,631+28.2% |
| Participant deferral / active EE | $5,786 | $6,840-15.4% | $7,994-27.6% | $4,212+37.4% |
| Admin fee / account holder | $682 | $12,784-94.7% | $11,185-93.9% | $7,344-90.7% |