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 | $94,489 | $80,717+17.1% | $154,803-39.0% | $84,808+11.4% |
| Participation rate | 78.6% | 66.8%+11.8pp | 78.1%+0.5pp | 68.3%+10.3pp |
| Annual return | 18.09% | 37.96%-19.9pp | 58.88%-40.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,711 | $2,761-1.8% | $4,305-37.0% | $2,631+3.0% |
| Participant deferral / active EE | $6,401 | $3,303+93.8% | $5,540+15.5% | $4,212+52.0% |
| Admin fee / account holder | $1,714 | $6,746-74.6% | $14,329-88.0% | $7,344-76.7% |