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 | $76,789 | $109,881-30.1% | $150,045-48.8% | $84,808-9.5% |
| Participation rate | 95.9% | 76.1%+19.8pp | 82.3%+13.6pp | 68.3%+27.6pp |
| Annual return | 22.01% | 28.25%-6.2pp | 62.55%-40.5pp | 40.90%-18.9pp |
| Employer contribution / active EE | $955 | $3,561-73.2% | $4,693-79.7% | $2,631-63.7% |
| Participant deferral / active EE | $9,547 | $6,636+43.9% | $7,997+19.4% | $4,212+126.7% |
| Admin fee / account holder | $827 | $8,568-90.3% | $13,435-93.8% | $7,344-88.7% |