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 | $95,344 | $109,413-12.9% | $156,263-39.0% | $84,808+12.4% |
| Participation rate | 73.1% | 72.7%+0.4pp | 78.9%-5.8pp | 68.3%+4.8pp |
| Annual return | 12.50% | 20.18%-7.7pp | 59.47%-47.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,064 | $2,907-29.0% | $4,333-52.4% | $2,631-21.6% |
| Participant deferral / active EE | $2,795 | $4,590-39.1% | $6,158-54.6% | $4,212-33.6% |
| Admin fee / account holder | $2,715 | $9,357-71.0% | $14,255-81.0% | $7,344-63.0% |