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 | $77,243 | $65,685+17.6% | $57,179+35.1% | $273,961-71.8% |
| Participation rate | 91.7% | 78.3%+13.3pp | 75.3%+16.3pp | 83.0%+8.7pp |
| Annual return | 5.92% | 21.99%-16.1pp | 14.59%-8.7pp | 41.45%-35.5pp |
| Employer contribution / active EE | $5,606 | $3,279+71.0% | $2,682+109.0% | $4,869+15.1% |
| Participant deferral / active EE | $916 | $3,782-75.8% | $3,096-70.4% | $5,287-82.7% |
| Admin fee / account holder | $2,103 | $4,835-56.5% | $3,139-33.0% | $10,132-79.2% |