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 | $109,092 | $148,978-26.8% | $200,582-45.6% | $84,808+28.6% |
| Participation rate | 97.8% | 84.2%+13.5pp | 86.9%+10.9pp | 68.3%+29.5pp |
| Annual return | 21.00% | 28.16%-7.2pp | 42.33%-21.3pp | 40.90%-19.9pp |
| Employer contribution / active EE | $5,955 | $4,815+23.7% | $6,419-7.2% | $2,631+126.3% |
| Participant deferral / active EE | $5,337 | $7,142-25.3% | $9,331-42.8% | $4,212+26.7% |
| Admin fee / account holder | $770 | $13,977-94.5% | $16,305-95.3% | $7,344-89.5% |