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 | $87,297 | $96,956-10.0% | $70,014+24.7% | $273,961-68.1% |
| Participation rate | 79.2% | 77.1%+2.1pp | 71.8%+7.4pp | 83.0%-3.8pp |
| Annual return | 5.72% | 12.93%-7.2pp | 12.99%-7.3pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,408 | $3,316-27.4% | $2,338+3.0% | $4,869-50.6% |
| Participant deferral / active EE | $6,685 | $3,744+78.5% | $2,931+128.1% | $5,287+26.4% |
| Admin fee / account holder | $19,164 | $7,934+141.5% | $4,380+337.5% | $10,132+89.1% |