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 | $83,380 | $54,762+52.3% | $90,281-7.6% | $72,985+14.2% |
| Participation rate | 74.1% | 65.1%+8.9pp | 73.3%+0.8pp | 69.5%+4.6pp |
| Annual return | 18.03% | 30.63%-12.6pp | 78.10%-60.1pp | 81.00%-63.0pp |
| Employer contribution / active EE | $2,004 | $2,092-4.2% | $2,854-29.8% | $2,440-17.8% |
| Participant deferral / active EE | $5,403 | $2,887+87.2% | $3,885+39.1% | $3,607+49.8% |
| Admin fee / account holder | $699 | $3,972-82.4% | $5,351-86.9% | $5,124-86.4% |