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 | $81,654 | $101,724-19.7% | $164,813-50.5% | $80,856+1.0% |
| Participation rate | 71.3% | 71.8%-0.6pp | 78.6%-7.4pp | 67.6%+3.6pp |
| Annual return | 13.62% | 16.72%-3.1pp | 69.93%-56.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,281 | $4,477-4.4% | $6,031-29.0% | $4,296-0.3% |
| Admin fee / account holder | $7,101 | $8,227-13.7% | $12,690-44.0% | $6,918+2.6% |