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 | $76,315 | $87,841-13.1% | $133,980-43.0% | $62,891+21.3% |
| Participation rate | 95.9% | 83.4%+12.6pp | 87.1%+8.9pp | 69.3%+26.6pp |
| Annual return | 6.60% | 12.05%-5.4pp | 29.30%-22.7pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,883 | $3,483-45.9% | $5,211-63.9% | $2,281-17.4% |
| Participant deferral / active EE | $4,080 | $4,812-15.2% | $6,282-35.1% | $3,203+27.4% |
| Admin fee / account holder | $3,527 | $5,371-34.3% | $9,324-62.2% | $4,296-17.9% |