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 | $99,226 | $109,413-9.3% | $156,263-36.5% | $84,808+17.0% |
| Participation rate | 74.1% | 72.7%+1.4pp | 78.9%-4.8pp | 68.3%+5.8pp |
| Annual return | 15.18% | 20.18%-5.0pp | 59.47%-44.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,355 | $2,907-19.0% | $4,333-45.7% | $2,631-10.5% |
| Participant deferral / active EE | $4,143 | $4,590-9.7% | $6,158-32.7% | $4,212-1.6% |
| Admin fee / account holder | $7,414 | $9,357-20.8% | $14,255-48.0% | $7,344+1.0% |