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 | $83,275 | $109,413-23.9% | $156,263-46.7% | $84,808-1.8% |
| Participation rate | 75.0% | 72.7%+2.3pp | 78.9%-3.9pp | 68.3%+6.7pp |
| Annual return | 16.57% | 20.18%-3.6pp | 59.47%-42.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,618 | $2,907-44.3% | $4,333-62.7% | $2,631-38.5% |
| Participant deferral / active EE | $2,770 | $4,590-39.6% | $6,158-55.0% | $4,212-34.2% |
| Admin fee / account holder | $3,938 | $9,357-57.9% | $14,255-72.4% | $7,344-46.4% |