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 | $85,449 | $95,803-10.8% | $113,168-24.5% | $84,808+0.8% |
| Participation rate | 83.6% | 72.9%+10.7pp | 76.6%+7.0pp | 68.3%+15.3pp |
| Annual return | 14.90% | 25.00%-10.1pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,886 | $2,360-20.1% | $2,975-36.6% | $2,631-28.3% |
| Participant deferral / active EE | $4,008 | $4,242-5.5% | $5,107-21.5% | $4,212-4.8% |
| Admin fee / account holder | $4,505 | $8,989-49.9% | $12,068-62.7% | $7,344-38.7% |