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 | $86,518 | $94,625-8.6% | $116,228-25.6% | $84,808+2.0% |
| Participation rate | 96.4% | 70.4%+26.0pp | 74.6%+21.9pp | 68.3%+28.1pp |
| Annual return | 16.60% | 20.40%-3.8pp | 90.06%-73.5pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,929 | $2,347-17.8% | $2,994-35.6% | $2,631-26.7% |
| Participant deferral / active EE | $5,840 | $3,972+47.0% | $4,953+17.9% | $4,212+38.7% |
| Admin fee / account holder | $1,486 | $10,091-85.3% | $11,989-87.6% | $7,344-79.8% |