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 | $82,792 | $123,793-33.1% | $177,821-53.4% | $79,858+3.7% |
| Participation rate | 90.9% | 84.7%+6.3pp | 87.7%+3.2pp | 69.6%+21.3pp |
| Annual return | 18.42% | 22.82%-4.4pp | 48.32%-29.9pp | 31.71%-13.3pp |
| Employer contribution / active EE | $3,784 | $4,095-7.6% | $5,918-36.1% | $2,471+53.1% |
| Participant deferral / active EE | $3,255 | $5,956-45.4% | $7,714-57.8% | $3,740-13.0% |
| Admin fee / account holder | $1,532 | $7,243-78.8% | $12,427-87.7% | $5,306-71.1% |