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 | $90,370 | $109,413-17.4% | $156,263-42.2% | $84,808+6.6% |
| Participation rate | 87.8% | 72.7%+15.1pp | 78.9%+8.8pp | 68.3%+19.4pp |
| Annual return | 14.17% | 20.18%-6.0pp | 59.47%-45.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,998 | $2,907-31.3% | $4,333-53.9% | $2,631-24.1% |
| Participant deferral / active EE | $4,085 | $4,590-11.0% | $6,158-33.7% | $4,212-3.0% |
| Admin fee / account holder | $12,321 | $9,357+31.7% | $14,255-13.6% | $7,344+67.8% |