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 | $95,718 | $125,758-23.9% | $169,993-43.7% | $75,163+27.3% |
| Participation rate | 87.0% | 83.6%+3.4pp | 87.0%0pp | 67.2%+19.8pp |
| Annual return | 20.52% | 27.20%-6.7pp | 53.37%-32.9pp | 160.62%-140.1pp |
| Employer contribution / active EE | $3,336 | $4,615-27.7% | $6,785-50.8% | $2,670+25.0% |
| Participant deferral / active EE | $11,702 | $6,837+71.1% | $10,408+12.4% | $4,125+183.7% |
| Admin fee / account holder | $4,534 | $8,173-44.5% | $12,815-64.6% | $5,651-19.8% |