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 | $86,927 | $80,717+7.7% | $154,803-43.8% | $84,808+2.5% |
| Participation rate | 83.3% | 66.8%+16.5pp | 78.1%+5.3pp | 68.3%+15.0pp |
| Annual return | 15.81% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,969 | $2,761-28.7% | $4,305-54.3% | $2,631-25.2% |
| Participant deferral / active EE | $5,689 | $3,303+72.2% | $5,540+2.7% | $4,212+35.1% |
| Admin fee / account holder | $3,362 | $6,746-50.2% | $14,329-76.5% | $7,344-54.2% |