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 | $88,258 | $138,562-36.3% | $246,525-64.2% | $116,875-24.5% |
| Participation rate | 81.8% | 72.8%+9.0pp | 82.0%-0.1pp | 74.5%+7.3pp |
| Annual return | 17.28% | 16.14%+1.1pp | 0.46%+16.8pp | 16.29%+1.0pp |
| Employer contribution / active EE | $5,952 | $4,835+23.1% | $7,467-20.3% | $3,288+81.0% |
| Participant deferral / active EE | $2,282 | $4,207-45.8% | $5,422-57.9% | $3,885-41.3% |
| Admin fee / account holder | $5,227 | $18,110-71.1% | $16,551-68.4% | $12,263-57.4% |