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 | $85,160 | $95,803-11.1% | $113,168-24.7% | $84,808+0.4% |
| Participation rate | 90.1% | 72.9%+17.3pp | 76.6%+13.6pp | 68.3%+21.8pp |
| Annual return | 16.21% | 25.00%-8.8pp | 24.27%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $734 | $2,360-68.9% | $2,975-75.3% | $2,631-72.1% |
| Participant deferral / active EE | $4,817 | $4,242+13.6% | $5,107-5.7% | $4,212+14.4% |
| Admin fee / account holder | $6,100 | $8,989-32.1% | $12,068-49.5% | $7,344-16.9% |