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 | $89,528 | $109,881-18.5% | $150,045-40.3% | $84,808+5.6% |
| Participation rate | 74.0% | 76.1%-2.1pp | 82.3%-8.3pp | 68.3%+5.7pp |
| Annual return | 14.51% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,483 | $3,561-30.3% | $4,693-47.1% | $2,631-5.6% |
| Participant deferral / active EE | $4,947 | $6,636-25.5% | $7,997-38.1% | $4,212+17.5% |
| Admin fee / account holder | $10,898 | $8,568+27.2% | $13,435-18.9% | $7,344+48.4% |