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 | $90,693 | $109,881-17.5% | $150,045-39.6% | $84,808+6.9% |
| Participation rate | 82.4% | 76.1%+6.3pp | 82.3%0pp | 68.3%+14.0pp |
| Annual return | 17.39% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,763 | $3,561+5.7% | $4,693-19.8% | $2,631+43.0% |
| Participant deferral / active EE | $7,823 | $6,636+17.9% | $7,997-2.2% | $4,212+85.7% |
| Admin fee / account holder | $505 | $8,568-94.1% | $13,435-96.2% | $7,344-93.1% |