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 | $82,875 | $109,881-24.6% | $150,045-44.8% | $84,808-2.3% |
| Participation rate | 86.2% | 76.1%+10.1pp | 82.3%+3.9pp | 68.3%+17.9pp |
| Annual return | 14.46% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,623 | $3,561-26.3% | $4,693-44.1% | $2,631-0.3% |
| Participant deferral / active EE | $5,339 | $6,636-19.5% | $7,997-33.2% | $4,212+26.8% |
| Admin fee / account holder | $847 | $8,568-90.1% | $13,435-93.7% | $7,344-88.5% |