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 4-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 | $84,739 | $96,484-12.2% | $156,263-45.8% | $74,304+14.0% |
| Participation rate | 76.4% | 67.7%+8.8pp | 78.9%-2.5pp | 60.3%+16.1pp |
| Annual return | 18.69% | 17.73%+1.0pp | 59.47%-40.8pp | 29.43%-10.7pp |
| Employer contribution / active EE | $2,349 | $2,528-7.1% | $4,333-45.8% | $2,241+4.8% |
| Participant deferral / active EE | $4,792 | $4,286+11.8% | $6,158-22.2% | $3,767+27.2% |
| Admin fee / account holder | $2,047 | $3,728-45.1% | $14,255-85.6% | $2,969-31.0% |