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 | $82,853 | $109,413-24.3% | $156,263-47.0% | $84,808-2.3% |
| Participation rate | 73.1% | 72.7%+0.4pp | 78.9%-5.8pp | 68.3%+4.8pp |
| Annual return | 15.31% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $891 | $2,907-69.4% | $4,333-79.4% | $2,631-66.1% |
| Participant deferral / active EE | $4,700 | $4,590+2.4% | $6,158-23.7% | $4,212+11.6% |
| Admin fee / account holder | $1,907 | $9,357-79.6% | $14,255-86.6% | $7,344-74.0% |