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 | $90,476 | $109,881-17.7% | $150,045-39.7% | $84,808+6.7% |
| Participation rate | 82.1% | 76.1%+6.1pp | 82.3%-0.2pp | 68.3%+13.8pp |
| Annual return | 15.47% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,809 | $3,561-21.1% | $4,693-40.1% | $2,631+6.8% |
| Participant deferral / active EE | $4,988 | $6,636-24.8% | $7,997-37.6% | $4,212+18.4% |
| Admin fee / account holder | $9,715 | $8,568+13.4% | $13,435-27.7% | $7,344+32.3% |