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 | $85,533 | $148,978-42.6% | $200,582-57.4% | $84,808+0.9% |
| Participation rate | 83.9% | 84.2%-0.4pp | 86.9%-3.0pp | 68.3%+15.6pp |
| Annual return | 19.02% | 28.16%-9.1pp | 42.33%-23.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,726 | $4,815-43.4% | $6,419-57.5% | $2,631+3.6% |
| Participant deferral / active EE | $4,974 | $7,142-30.4% | $9,331-46.7% | $4,212+18.1% |
| Admin fee / account holder | $4,583 | $13,977-67.2% | $16,305-71.9% | $7,344-37.6% |