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 | $91,195 | $123,793-26.3% | $177,821-48.7% | $79,858+14.2% |
| Participation rate | 95.1% | 84.7%+10.5pp | 87.7%+7.4pp | 69.6%+25.5pp |
| Annual return | 12.29% | 22.82%-10.5pp | 48.32%-36.0pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,161 | $4,095-47.2% | $5,918-63.5% | $2,471-12.5% |
| Participant deferral / active EE | $2,919 | $5,956-51.0% | $7,714-62.2% | $3,740-21.9% |
| Admin fee / account holder | $4,510 | $7,243-37.7% | $12,427-63.7% | $5,306-15.0% |