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 | $82,392 | $81,460+1.1% | $103,333-20.3% | $80,856+1.9% |
| Participation rate | 73.1% | 66.8%+6.2pp | 74.5%-1.4pp | 67.6%+5.4pp |
| Annual return | 11.05% | 25.55%-14.5pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,988 | $3,105-36.0% | $3,868-48.6% | $2,755-27.8% |
| Participant deferral / active EE | $2,877 | $3,869-25.6% | $5,057-43.1% | $4,296-33.0% |
| Admin fee / account holder | $5,264 | $6,566-19.8% | $8,355-37.0% | $6,918-23.9% |