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 | $89,161 | $109,881-18.9% | $150,045-40.6% | $84,808+5.1% |
| Participation rate | 74.5% | 76.1%-1.5pp | 82.3%-7.8pp | 68.3%+6.2pp |
| Annual return | 23.21% | 28.25%-5.0pp | 62.55%-39.3pp | 40.90%-17.7pp |
| Employer contribution / active EE | $2,904 | $3,561-18.5% | $4,693-38.1% | $2,631+10.4% |
| Participant deferral / active EE | $7,341 | $6,636+10.6% | $7,997-8.2% | $4,212+74.3% |
| Admin fee / account holder | $1,573 | $8,568-81.6% | $13,435-88.3% | $7,344-78.6% |