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 | $69,212 | $76,552-9.6% | $123,892-44.1% | $62,891+10.1% |
| Participation rate | 80.6% | 73.0%+7.6pp | 81.4%-0.9pp | 69.3%+11.2pp |
| Annual return | 5.86% | 18.68%-12.8pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,579 | $2,883-10.5% | $4,617-44.1% | $2,281+13.1% |
| Participant deferral / active EE | $4,478 | $4,840-7.5% | $5,984-25.2% | $3,203+39.8% |
| Admin fee / account holder | $1,632 | $4,826-66.2% | $8,357-80.5% | $4,296-62.0% |