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 | $78,442 | $148,978-47.3% | $200,582-60.9% | $84,808-7.5% |
| Participation rate | 95.1% | 84.2%+10.9pp | 86.9%+8.2pp | 68.3%+26.8pp |
| Annual return | 15.21% | 28.16%-13.0pp | 42.33%-27.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,832 | $4,815-41.2% | $6,419-55.9% | $2,631+7.7% |
| Participant deferral / active EE | $4,721 | $7,142-33.9% | $9,331-49.4% | $4,212+12.1% |
| Admin fee / account holder | $2,405 | $13,977-82.8% | $16,305-85.2% | $7,344-67.2% |