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 | $93,077 | $99,341-6.3% | $84,750+9.8% | $273,961-66.0% |
| Participation rate | 84.6% | 80.7%+3.9pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 5.18% | 22.93%-17.7pp | 22.78%-17.6pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,677 | $4,214-60.2% | $3,574-53.1% | $4,869-65.6% |
| Participant deferral / active EE | $5,244 | $4,269+22.8% | $3,712+41.3% | $5,287-0.8% |
| Admin fee / account holder | $17,849 | $6,644+168.6% | $5,332+234.7% | $10,132+76.2% |