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 | $65,148 | $76,552-14.9% | $123,892-47.4% | $62,891+3.6% |
| Participation rate | 96.7% | 73.0%+23.7pp | 81.4%+15.3pp | 69.3%+27.4pp |
| Annual return | 6.16% | 18.68%-12.5pp | 47.52%-41.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $4,225 | $2,883+46.6% | $4,617-8.5% | $2,281+85.2% |
| Participant deferral / active EE | $3,989 | $4,840-17.6% | $5,984-33.3% | $3,203+24.6% |
| Admin fee / account holder | $584 | $4,826-87.9% | $8,357-93.0% | $4,296-86.4% |