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 | $81,490 | $81,4600% | $103,333-21.1% | $80,856+0.8% |
| Participation rate | 94.7% | 66.8%+27.9pp | 74.5%+20.2pp | 67.6%+27.1pp |
| Annual return | 28.45% | 25.55%+2.9pp | 24.88%+3.6pp | 35.59%-7.1pp |
| Employer contribution / active EE | $2,324 | $3,105-25.2% | $3,868-39.9% | $2,755-15.6% |
| Participant deferral / active EE | $8,337 | $3,869+115.5% | $5,057+64.9% | $4,296+94.1% |
| Admin fee / account holder | $2,582 | $6,566-60.7% | $8,355-69.1% | $6,918-62.7% |