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 | $87,029 | $148,978-41.6% | $200,582-56.6% | $84,808+2.6% |
| Participation rate | 88.0% | 84.2%+3.8pp | 86.9%+1.1pp | 68.3%+19.7pp |
| Annual return | 25.57% | 28.16%-2.6pp | 42.33%-16.8pp | 40.90%-15.3pp |
| Employer contribution / active EE | $3,395 | $4,815-29.5% | $6,419-47.1% | $2,631+29.0% |
| Participant deferral / active EE | $15,098 | $7,142+111.4% | $9,331+61.8% | $4,212+258.5% |
| Admin fee / account holder | $8,646 | $13,977-38.1% | $16,305-47.0% | $7,344+17.7% |