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 | $88,137 | $95,803-8.0% | $113,168-22.1% | $84,808+3.9% |
| Participation rate | 71.9% | 72.9%-1.0pp | 76.6%-4.7pp | 68.3%+3.6pp |
| Annual return | 16.96% | 25.00%-8.0pp | 24.27%-7.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,964 | $2,360-16.8% | $2,975-34.0% | $2,631-25.4% |
| Participant deferral / active EE | $4,219 | $4,242-0.5% | $5,107-17.4% | $4,212+0.2% |
| Admin fee / account holder | $1,205 | $8,989-86.6% | $12,068-90.0% | $7,344-83.6% |