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 | $80,695 | $101,724-20.7% | $164,813-51.0% | $80,856-0.2% |
| Participation rate | 80.3% | 71.8%+8.5pp | 78.6%+1.7pp | 67.6%+12.7pp |
| Annual return | 10.66% | 16.72%-6.1pp | 69.93%-59.3pp | 35.59%-24.9pp |
| Employer contribution / active EE | $3,302 | $2,953+11.8% | $4,341-23.9% | $2,755+19.9% |
| Participant deferral / active EE | $2,021 | $4,477-54.9% | $6,031-66.5% | $4,296-53.0% |
| Admin fee / account holder | $8,611 | $8,227+4.7% | $12,690-32.1% | $6,918+24.5% |