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 5-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 | $96,103 | $109,881-12.5% | $150,045-36.0% | $84,808+13.3% |
| Participation rate | 84.7% | 76.1%+8.7pp | 82.3%+2.4pp | 68.3%+16.4pp |
| Annual return | 17.05% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,529 | $3,561-0.9% | $4,693-24.8% | $2,631+34.2% |
| Participant deferral / active EE | $8,949 | $6,636+34.9% | $7,997+11.9% | $4,212+112.5% |
| Admin fee / account holder | $3,637 | $8,568-57.5% | $13,435-72.9% | $7,344-50.5% |