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 | $97,951 | $70,908+38.1% | $98,907-1.0% | $73,488+33.3% |
| Participation rate | 72.9% | 73.8%-0.9pp | 76.0%-3.1pp | 70.7%+2.2pp |
| Annual return | 16.16% | 34.17%-18.0pp | 196.43%-180.3pp | 28.51%-12.4pp |
| Employer contribution / active EE | $803 | $2,036-60.6% | $2,689-70.1% | $2,270-64.6% |
| Participant deferral / active EE | $2,627 | $3,500-24.9% | $4,244-38.1% | $3,740-29.8% |
| Admin fee / account holder | $10,513 | $535+1865.4% | $6,642+58.3% | $513+1949.1% |