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 | $93,893 | $132,049-28.9% | $200,582-53.2% | $74,304+26.4% |
| Participation rate | 92.1% | 84.1%+8.0pp | 86.9%+5.2pp | 60.3%+31.8pp |
| Annual return | 15.08% | 22.22%-7.1pp | 42.33%-27.2pp | 29.43%-14.3pp |
| Employer contribution / active EE | $2,757 | $4,558-39.5% | $6,419-57.0% | $2,241+23.0% |
| Participant deferral / active EE | $5,451 | $7,213-24.4% | $9,331-41.6% | $3,767+44.7% |
| Admin fee / account holder | $5,760 | $2,405+139.5% | $16,305-64.7% | $2,969+94.0% |