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 | $91,887 | $87,013+5.6% | $106,213-13.5% | $80,856+13.6% |
| Participation rate | 70.5% | 70.4%0pp | 75.3%-4.8pp | 67.6%+2.8pp |
| Annual return | 11.02% | 17.05%-6.0pp | 116.14%-105.1pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,954 | $2,395-18.4% | $3,171-38.4% | $2,755-29.1% |
| Participant deferral / active EE | $4,605 | $3,986+15.5% | $5,016-8.2% | $4,296+7.2% |
| Admin fee / account holder | $4,799 | $8,431-43.1% | $11,033-56.5% | $6,918-30.6% |