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 | $85,307 | $83,477+2.2% | $125,175-31.8% | $72,985+16.9% |
| Participation rate | 96.6% | 73.3%+23.2pp | 79.8%+16.8pp | 69.5%+27.1pp |
| Annual return | 22.21% | 25.78%-3.6pp | 43.79%-21.6pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,491 | $2,345-36.4% | $3,865-61.4% | $2,440-38.9% |
| Participant deferral / active EE | $7,843 | $3,585+118.8% | $4,937+58.9% | $3,607+117.4% |
| Admin fee / account holder | $8,176 | $5,517+48.2% | $9,702-15.7% | $5,124+59.5% |