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 | $87,974 | $95,803-8.2% | $113,168-22.3% | $84,808+3.7% |
| Participation rate | 91.5% | 72.9%+18.7pp | 76.6%+15.0pp | 68.3%+23.2pp |
| Annual return | 14.90% | 25.00%-10.1pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,166 | $2,360-50.6% | $2,975-60.8% | $2,631-55.7% |
| Participant deferral / active EE | $3,837 | $4,242-9.6% | $5,107-24.9% | $4,212-8.9% |
| Admin fee / account holder | $5,551 | $8,989-38.3% | $12,068-54.0% | $7,344-24.4% |