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 | $84,376 | $80,717+4.5% | $154,803-45.5% | $84,808-0.5% |
| Participation rate | 96.5% | 66.8%+29.7pp | 78.1%+18.4pp | 68.3%+28.2pp |
| Annual return | 17.39% | 37.96%-20.6pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,522 | $2,761-8.7% | $4,305-41.4% | $2,631-4.1% |
| Participant deferral / active EE | $5,508 | $3,303+66.8% | $5,540-0.6% | $4,212+30.8% |
| Admin fee / account holder | $1,870 | $6,746-72.3% | $14,329-86.9% | $7,344-74.5% |