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 | $82,897 | $91,552-9.5% | $133,956-38.1% | $79,858+3.8% |
| Participation rate | 78.0% | 73.3%+4.7pp | 79.8%-1.8pp | 69.6%+8.4pp |
| Annual return | 11.04% | 61.85%-50.8pp | 45.09%-34.1pp | 31.71%-20.7pp |
| Employer contribution / active EE | $2,208 | $2,384-7.4% | $3,919-43.7% | $2,471-10.6% |
| Participant deferral / active EE | $3,916 | $3,733+4.9% | $5,048-22.4% | $3,740+4.7% |
| Admin fee / account holder | $4,008 | $6,321-36.6% | $8,927-55.1% | $5,306-24.5% |