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 | $88,199 | $109,881-19.7% | $150,045-41.2% | $84,808+4.0% |
| Participation rate | 82.4% | 76.1%+6.3pp | 82.3%0pp | 68.3%+14.0pp |
| Annual return | 14.77% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,769 | $3,561+33.9% | $4,693+1.6% | $2,631+81.3% |
| Participant deferral / active EE | $8,593 | $6,636+29.5% | $7,997+7.4% | $4,212+104.0% |
| Admin fee / account holder | $4,278 | $8,568-50.1% | $13,435-68.2% | $7,344-41.7% |