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 | $99,504 | $123,793-19.6% | $177,821-44.0% | $79,858+24.6% |
| Participation rate | 80.0% | 84.7%-4.7pp | 87.7%-7.7pp | 69.6%+10.4pp |
| Annual return | 13.65% | 22.82%-9.2pp | 48.32%-34.7pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,836 | $4,095-55.2% | $5,918-69.0% | $2,471-25.7% |
| Participant deferral / active EE | $4,461 | $5,956-25.1% | $7,714-42.2% | $3,740+19.3% |
| Admin fee / account holder | $2,085 | $7,243-71.2% | $12,427-83.2% | $5,306-60.7% |