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 | $99,164 | $101,724-2.5% | $164,813-39.8% | $80,856+22.6% |
| Participation rate | 92.3% | 71.8%+20.5pp | 78.6%+13.7pp | 67.6%+24.7pp |
| Annual return | 20.58% | 16.72%+3.9pp | 69.93%-49.3pp | 35.59%-15.0pp |
| Employer contribution / active EE | $2,490 | $2,953-15.7% | $4,341-42.6% | $2,755-9.6% |
| Participant deferral / active EE | $4,485 | $4,477+0.2% | $6,031-25.6% | $4,296+4.4% |
| Admin fee / account holder | $955 | $8,227-88.4% | $12,690-92.5% | $6,918-86.2% |