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 | $86,890 | $72,492+19.9% | $87,100-0.2% | $72,985+19.1% |
| Participation rate | 70.1% | 72.8%-2.7pp | 76.9%-6.7pp | 69.5%+0.6pp |
| Annual return | 26.58% | 24.46%+2.1pp | 28.19%-1.6pp | 81.00%-54.4pp |
| Employer contribution / active EE | $2,464 | $1,894+30.1% | $2,521-2.3% | $2,440+1.0% |
| Participant deferral / active EE | $3,956 | $3,270+21.0% | $4,049-2.3% | $3,607+9.7% |
| Admin fee / account holder | $1,574 | $5,055-68.9% | $7,497-79.0% | $5,124-69.3% |