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 | $94,885 | $138,347-31.4% | $184,203-48.5% | $80,856+17.3% |
| Participation rate | 97.8% | 83.9%+14.0pp | 86.8%+11.0pp | 67.6%+30.2pp |
| Annual return | 13.10% | 20.02%-6.9pp | 28.81%-15.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,079 | $4,850-36.5% | $6,427-52.1% | $2,755+11.8% |
| Participant deferral / active EE | $8,417 | $7,071+19.0% | $9,131-7.8% | $4,296+95.9% |
| Admin fee / account holder | $335 | $10,483-96.8% | $13,901-97.6% | $6,918-95.2% |