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 | $101,178 | $58,523+72.9% | $99,443+1.7% | $72,985+38.6% |
| Participation rate | 70.0% | 64.6%+5.4pp | 73.8%-3.8pp | 69.5%+0.5pp |
| Annual return | 19.70% | 28.51%-8.8pp | 30.72%-11.0pp | 81.00%-61.3pp |
| Employer contribution / active EE | $904 | $1,512-40.2% | $2,540-64.4% | $2,440-63.0% |
| Participant deferral / active EE | $1,568 | $2,606-39.8% | $3,619-56.7% | $3,607-56.5% |
| Admin fee / account holder | $534 | $4,102-87.0% | $6,250-91.5% | $5,124-89.6% |