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 | $98,024 | $80,717+21.4% | $154,803-36.7% | $84,808+15.6% |
| Participation rate | 73.5% | 66.8%+6.7pp | 78.1%-4.5pp | 68.3%+5.2pp |
| Annual return | 18.08% | 37.96%-19.9pp | 58.88%-40.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,369 | $2,761-50.4% | $4,305-68.2% | $2,631-48.0% |
| Participant deferral / active EE | $3,237 | $3,303-2.0% | $5,540-41.6% | $4,212-23.1% |
| Admin fee / account holder | $1,209 | $6,746-82.1% | $14,329-91.6% | $7,344-83.5% |