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 4-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 | $85,034 | $132,049-35.6% | $200,582-57.6% | $74,304+14.4% |
| Participation rate | 85.3% | 84.1%+1.2pp | 86.9%-1.6pp | 60.3%+24.9pp |
| Annual return | 18.82% | 22.22%-3.4pp | 42.33%-23.5pp | 29.43%-10.6pp |
| Employer contribution / active EE | $1,856 | $4,558-59.3% | $6,419-71.1% | $2,241-17.2% |
| Participant deferral / active EE | $4,758 | $7,213-34.0% | $9,331-49.0% | $3,767+26.3% |
| Admin fee / account holder | $5,281 | $2,405+119.6% | $16,305-67.6% | $2,969+77.9% |