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 | $72,168 | $76,552-5.7% | $123,892-41.7% | $62,891+14.8% |
| Participation rate | 97.5% | 73.0%+24.5pp | 81.4%+16.1pp | 69.3%+28.2pp |
| Annual return | 8.59% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,190 | $2,883-24.0% | $4,617-52.6% | $2,281-4.0% |
| Participant deferral / active EE | $4,989 | $4,840+3.1% | $5,984-16.6% | $3,203+55.8% |
| Admin fee / account holder | $316 | $4,826-93.4% | $8,357-96.2% | $4,296-92.6% |