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 | $77,443 | $80,673-4.0% | $101,326-23.6% | $84,808-8.7% |
| Participation rate | 83.8% | 77.8%+6.0pp | 81.5%+2.3pp | 68.3%+15.5pp |
| Annual return | 14.91% | 38.95%-24.0pp | 36.82%-21.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,414 | $2,698-10.5% | $3,665-34.1% | $2,631-8.2% |
| Participant deferral / active EE | $4,533 | $6,840-33.7% | $7,994-43.3% | $4,212+7.6% |
| Admin fee / account holder | $3,225 | $12,784-74.8% | $11,185-71.2% | $7,344-56.1% |