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 | $86,473 | $109,881-21.3% | $150,045-42.4% | $84,808+2.0% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 28.93% | 28.25%+0.7pp | 62.55%-33.6pp | 40.90%-12.0pp |
| Employer contribution / active EE | $3,668 | $3,561+3.0% | $4,693-21.9% | $2,631+39.4% |
| Participant deferral / active EE | $9,453 | $6,636+42.4% | $7,997+18.2% | $4,212+124.4% |
| Admin fee / account holder | $2,067 | $8,568-75.9% | $13,435-84.6% | $7,344-71.8% |