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 | $81,916 | $74,927+9.3% | $101,794-19.5% | $84,808-3.4% |
| Participation rate | 71.9% | 61.4%+10.5pp | 69.2%+2.7pp | 68.3%+3.6pp |
| Annual return | 17.09% | 18.70%-1.6pp | 30.53%-13.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $532 | $1,522-65.0% | $2,289-76.8% | $2,631-79.8% |
| Participant deferral / active EE | $3,608 | $3,099+16.4% | $4,084-11.6% | $4,212-14.3% |
| Admin fee / account holder | $6,939 | $6,514+6.5% | $8,777-20.9% | $7,344-5.5% |