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 | $88,815 | $109,881-19.2% | $150,045-40.8% | $84,808+4.7% |
| Participation rate | 98.3% | 76.1%+22.2pp | 82.3%+16.0pp | 68.3%+30.0pp |
| Annual return | 14.96% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,048 | $3,561-14.4% | $4,693-35.1% | $2,631+15.8% |
| Participant deferral / active EE | $7,597 | $6,636+14.5% | $7,997-5.0% | $4,212+80.4% |
| Admin fee / account holder | $26,470 | $8,568+208.9% | $13,435+97.0% | $7,344+260.4% |