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 | $76,458 | $93,071-17.8% | $74,583+2.5% | $273,961-72.1% |
| Participation rate | 83.3% | 74.9%+8.4pp | 68.1%+15.2pp | 83.0%+0.3pp |
| Annual return | 8.76% | 26.18%-17.4pp | 20.47%-11.7pp | 41.45%-32.7pp |
| Employer contribution / active EE | $3,293 | $3,160+4.2% | $2,525+30.4% | $4,869-32.4% |
| Participant deferral / active EE | $3,293 | $4,160-20.9% | $3,458-4.8% | $5,287-37.7% |
| Admin fee / account holder | $2,820 | $5,272-46.5% | $4,138-31.8% | $10,132-72.2% |