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 | $93,536 | $95,803-2.4% | $113,168-17.3% | $84,808+10.3% |
| Participation rate | 83.3% | 72.9%+10.5pp | 76.6%+6.8pp | 68.3%+15.0pp |
| Annual return | 15.93% | 25.00%-9.1pp | 24.27%-8.3pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,978 | $2,360-16.2% | $2,975-33.5% | $2,631-24.8% |
| Participant deferral / active EE | $5,660 | $4,242+33.4% | $5,107+10.8% | $4,212+34.4% |
| Admin fee / account holder | $361 | $8,989-96.0% | $12,068-97.0% | $7,344-95.1% |