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 | $85,182 | $83,477+2.0% | $125,175-31.9% | $72,985+16.7% |
| Participation rate | 95.7% | 73.3%+22.3pp | 79.8%+15.9pp | 69.5%+26.2pp |
| Annual return | 24.25% | 25.78%-1.5pp | 43.79%-19.5pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,066 | $2,345-54.6% | $3,865-72.4% | $2,440-56.3% |
| Participant deferral / active EE | $4,263 | $3,585+18.9% | $4,937-13.6% | $3,607+18.2% |
| Admin fee / account holder | $7,601 | $5,517+37.8% | $9,702-21.7% | $5,124+48.3% |