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 | $96,254 | $74,927+28.5% | $101,794-5.4% | $84,808+13.5% |
| Participation rate | 73.5% | 61.4%+12.1pp | 69.2%+4.3pp | 68.3%+5.2pp |
| Annual return | 47.90% | 18.70%+29.2pp | 30.53%+17.4pp | 40.90%+7.0pp |
| Employer contribution / active EE | $461 | $1,522-69.7% | $2,289-79.8% | $2,631-82.5% |
| Participant deferral / active EE | $4,313 | $3,099+39.2% | $4,084+5.6% | $4,212+2.4% |
| Admin fee / account holder | $2,025 | $6,514-68.9% | $8,777-76.9% | $7,344-72.4% |