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 | $88,068 | $76,367+15.3% | $93,606-5.9% | $72,985+20.7% |
| Participation rate | 95.1% | 71.7%+23.4pp | 75.8%+19.3pp | 69.5%+25.6pp |
| Annual return | 19.84% | 25.82%-6.0pp | 32.76%-12.9pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,951 | $2,275-14.2% | $2,718-28.2% | $2,440-20.0% |
| Participant deferral / active EE | $3,596 | $3,538+1.6% | $4,069-11.6% | $3,607-0.3% |
| Admin fee / account holder | $884 | $6,838-87.1% | $7,888-88.8% | $5,124-82.7% |