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 | $85,207 | $74,927+13.7% | $101,794-16.3% | $84,808+0.5% |
| Participation rate | 76.6% | 61.4%+15.2pp | 69.2%+7.4pp | 68.3%+8.3pp |
| Annual return | 13.80% | 18.70%-4.9pp | 30.53%-16.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $516 | $1,522-66.1% | $2,289-77.5% | $2,631-80.4% |
| Participant deferral / active EE | $3,842 | $3,099+24.0% | $4,084-5.9% | $4,212-8.8% |
| Admin fee / account holder | $14,802 | $6,514+127.2% | $8,777+68.6% | $7,344+101.6% |