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 | $81,277 | $109,881-26.0% | $150,045-45.8% | $84,808-4.2% |
| Participation rate | 83.1% | 76.1%+7.0pp | 82.3%+0.8pp | 68.3%+14.8pp |
| Annual return | 17.31% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,801 | $3,561-21.4% | $4,693-40.3% | $2,631+6.4% |
| Participant deferral / active EE | $10,614 | $6,636+59.9% | $7,997+32.7% | $4,212+152.0% |
| Admin fee / account holder | $4,003 | $8,568-53.3% | $13,435-70.2% | $7,344-45.5% |