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 | $95,164 | $123,793-23.1% | $177,821-46.5% | $79,858+19.2% |
| Participation rate | 95.3% | 84.7%+10.7pp | 87.7%+7.6pp | 69.6%+25.7pp |
| Annual return | 17.44% | 22.82%-5.4pp | 48.32%-30.9pp | 31.71%-14.3pp |
| Employer contribution / active EE | $3,441 | $4,095-16.0% | $5,918-41.9% | $2,471+39.3% |
| Participant deferral / active EE | $6,890 | $5,956+15.7% | $7,714-10.7% | $3,740+84.2% |
| Admin fee / account holder | $968 | $7,243-86.6% | $12,427-92.2% | $5,306-81.8% |