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 | $78,151 | $94,625-17.4% | $116,228-32.8% | $84,808-7.8% |
| Participation rate | 72.0% | 70.4%+1.6pp | 74.6%-2.6pp | 68.3%+3.7pp |
| Annual return | 16.26% | 20.40%-4.1pp | 90.06%-73.8pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,890 | $2,347-19.4% | $2,994-36.9% | $2,631-28.2% |
| Participant deferral / active EE | $4,509 | $3,972+13.5% | $4,953-9.0% | $4,212+7.1% |
| Admin fee / account holder | $1,361 | $10,091-86.5% | $11,989-88.6% | $7,344-81.5% |