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 | $87,589 | $87,870-0.3% | $113,168-22.6% | $74,304+17.9% |
| Participation rate | 85.5% | 70.7%+14.7pp | 76.6%+8.9pp | 60.3%+25.1pp |
| Annual return | 15.69% | 26.44%-10.8pp | 24.27%-8.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $1,642 | $2,277-27.9% | $2,975-44.8% | $2,241-26.7% |
| Participant deferral / active EE | $2,445 | $4,241-42.3% | $5,107-52.1% | $3,767-35.1% |
| Admin fee / account holder | $2,384 | $3,368-29.2% | $12,068-80.2% | $2,969-19.7% |