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 | $83,935 | $72,492+15.8% | $87,100-3.6% | $72,985+15.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.74% | 24.46%-2.7pp | 28.19%-6.5pp | 81.00%-59.3pp |
| Employer contribution / active EE | $2,318 | $1,894+22.4% | $2,521-8.0% | $2,440-5.0% |
| Participant deferral / active EE | $3,838 | $3,270+17.4% | $4,049-5.2% | $3,607+6.4% |
| Admin fee / account holder | $5,081 | $5,055+0.5% | $7,497-32.2% | $5,124-0.8% |