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 | $96,033 | $148,978-35.5% | $200,582-52.1% | $84,808+13.2% |
| Participation rate | 83.3% | 84.2%-0.9pp | 86.9%-3.6pp | 68.3%+15.0pp |
| Annual return | 15.74% | 28.16%-12.4pp | 42.33%-26.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,085 | $4,815-56.7% | $6,419-67.5% | $2,631-20.8% |
| Participant deferral / active EE | $3,719 | $7,142-47.9% | $9,331-60.1% | $4,212-11.7% |
| Admin fee / account holder | $6,486 | $13,977-53.6% | $16,305-60.2% | $7,344-11.7% |