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 | $97,298 | $109,413-11.1% | $156,263-37.7% | $84,808+14.7% |
| Participation rate | 73.1% | 72.7%+0.4pp | 78.9%-5.8pp | 68.3%+4.8pp |
| Annual return | 18.80% | 20.18%-1.4pp | 59.47%-40.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $3,126 | $2,907+7.5% | $4,333-27.9% | $2,631+18.8% |
| Participant deferral / active EE | $4,884 | $4,590+6.4% | $6,158-20.7% | $4,212+16.0% |
| Admin fee / account holder | $10,289 | $9,357+10.0% | $14,255-27.8% | $7,344+40.1% |