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 | $86,694 | $117,983-26.5% | $101,794-14.8% | $142,382-39.1% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 17.75% | 36.92%-19.2pp | 30.53%-12.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,923 | $2,773-30.7% | $2,289-16.0% | $4,299-55.3% |
| Participant deferral / active EE | $5,181 | $4,714+9.9% | $4,084+26.9% | $6,507-20.4% |
| Admin fee / account holder | $3,422 | $10,433-67.2% | $8,777-61.0% | $12,624-72.9% |