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 | $80,378 | $86,929-7.5% | $102,423-21.5% | $80,856-0.6% |
| Participation rate | 88.2% | 72.4%+15.9pp | 76.5%+11.7pp | 67.6%+20.6pp |
| Annual return | 12.28% | 18.88%-6.6pp | 29.32%-17.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,459 | $2,369+3.8% | $3,023-18.7% | $2,755-10.7% |
| Participant deferral / active EE | $4,621 | $4,118+12.2% | $5,053-8.5% | $4,296+7.6% |
| Admin fee / account holder | $19,850 | $8,049+146.6% | $9,451+110.0% | $6,918+186.9% |