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 | $66,458 | $88,707-25.1% | $74,183-10.4% | $273,961-75.7% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 7.72% | 11.94%-4.2pp | 17.74%-10.0pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,333 | $3,159+5.5% | $2,370+40.6% | $4,869-31.5% |
| Participant deferral / active EE | $6,280 | $4,212+49.1% | $3,550+76.9% | $5,287+18.8% |
| Admin fee / account holder | $1,044 | $8,717-88.0% | $5,586-81.3% | $10,132-89.7% |