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 | $93,184 | $101,724-8.4% | $164,813-43.5% | $80,856+15.2% |
| Participation rate | 75.0% | 71.8%+3.2pp | 78.6%-3.6pp | 67.6%+7.4pp |
| Annual return | 17.22% | 16.72%+0.5pp | 69.93%-52.7pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,680 | $2,953-9.3% | $4,341-38.3% | $2,755-2.7% |
| Participant deferral / active EE | $7,351 | $4,477+64.2% | $6,031+21.9% | $4,296+71.1% |
| Admin fee / account holder | $6,169 | $8,227-25.0% | $12,690-51.4% | $6,918-10.8% |