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 | $78,381 | $83,477-6.1% | $125,175-37.4% | $72,985+7.4% |
| Participation rate | 72.2% | 73.3%-1.1pp | 79.8%-7.6pp | 69.5%+2.7pp |
| Annual return | 22.35% | 25.78%-3.4pp | 43.79%-21.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,968 | $2,345-16.1% | $3,865-49.1% | $2,440-19.3% |
| Participant deferral / active EE | $3,875 | $3,585+8.1% | $4,937-21.5% | $3,607+7.4% |
| Admin fee / account holder | $376 | $5,517-93.2% | $9,702-96.1% | $5,124-92.7% |