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 | $115,200 | $62,586+84.1% | $76,768+50.1% | $64,186+79.5% |
| Participation rate | 96.9% | 72.8%+24.1pp | 77.0%+19.9pp | 69.6%+27.3pp |
| Annual return | 10.36% | -1.95%+12.3pp | 2.43%+7.9pp | 7.63%+2.7pp |
| Employer contribution / active EE | $1,281 | $1,832-30.1% | $2,485-48.4% | $2,381-46.2% |
| Participant deferral / active EE | $3,896 | $3,145+23.9% | $3,852+1.1% | $3,470+12.3% |
| Admin fee / account holder | $994 | $4,667-78.7% | $6,675-85.1% | $4,888-79.7% |