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 | $89,939 | $92,985-3.3% | $153,485-41.4% | $80,856+11.2% |
| Participation rate | 84.2% | 69.0%+15.3pp | 77.1%+7.1pp | 67.6%+16.6pp |
| Annual return | 12.80% | 19.95%-7.1pp | 15.65%-2.9pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,732 | $3,507-22.1% | $5,039-45.8% | $2,755-0.8% |
| Participant deferral / active EE | $3,963 | $5,178-23.5% | $6,757-41.3% | $4,296-7.7% |
| Admin fee / account holder | $1,664 | $8,880-81.3% | $12,724-86.9% | $6,918-75.9% |