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 | $89,502 | $215,361-58.4% | $171,082-47.7% | $273,961-67.3% |
| Participation rate | 83.3% | 82.0%+1.3pp | 76.7%+6.6pp | 83.0%+0.3pp |
| Annual return | 8.76% | 25.14%-16.4pp | 32.56%-23.8pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,534 | $4,967-69.1% | $4,002-61.7% | $4,869-68.5% |
| Participant deferral / active EE | $5,782 | $5,543+4.3% | $4,797+20.5% | $5,287+9.4% |
| Admin fee / account holder | $535 | $10,846-95.1% | $8,520-93.7% | $10,132-94.7% |