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 | $87,917 | $57,016+54.2% | $84,966+3.5% | $80,856+8.7% |
| Participation rate | 77.1% | 56.3%+20.8pp | 67.5%+9.6pp | 67.6%+9.5pp |
| Annual return | 12.74% | 21.66%-8.9pp | 66.38%-53.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,447 | $1,798+36.1% | $2,727-10.3% | $2,755-11.2% |
| Participant deferral / active EE | $6,403 | $3,110+105.9% | $4,519+41.7% | $4,296+49.0% |
| Admin fee / account holder | $2,937 | $4,980-41.0% | $6,149-52.2% | $6,918-57.5% |