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 | $77,936 | $138,347-43.7% | $184,203-57.7% | $80,856-3.6% |
| Participation rate | 75.9% | 83.9%-8.0pp | 86.8%-11.0pp | 67.6%+8.2pp |
| Annual return | 13.92% | 20.02%-6.1pp | 28.81%-14.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,108 | $4,850-56.5% | $6,427-67.2% | $2,755-23.5% |
| Participant deferral / active EE | $5,565 | $7,071-21.3% | $9,131-39.1% | $4,296+29.5% |
| Admin fee / account holder | $547 | $10,483-94.8% | $13,901-96.1% | $6,918-92.1% |