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 | $90,481 | $109,881-17.7% | $150,045-39.7% | $84,808+6.7% |
| Participation rate | 88.2% | 76.1%+12.1pp | 82.3%+5.9pp | 68.3%+19.9pp |
| Annual return | 17.09% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,703 | $3,561-52.2% | $4,693-63.7% | $2,631-35.3% |
| Participant deferral / active EE | $2,636 | $6,636-60.3% | $7,997-67.0% | $4,212-37.4% |
| Admin fee / account holder | $4,030 | $8,568-53.0% | $13,435-70.0% | $7,344-45.1% |