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 | $95,220 | $51,175+86.1% | $70,515+35.0% | $75,163+26.7% |
| Participation rate | 71.9% | 60.9%+11.0pp | 68.3%+3.6pp | 67.2%+4.7pp |
| Annual return | 15.03% | 30.02%-15.0pp | 32.77%-17.7pp | 160.62%-145.6pp |
| Employer contribution / active EE | $2,961 | $1,826+62.2% | $2,973-0.4% | $2,670+10.9% |
| Participant deferral / active EE | $6,313 | $2,849+121.6% | $4,567+38.2% | $4,125+53.0% |
| Admin fee / account holder | $2,423 | $4,091-40.8% | $6,412-62.2% | $5,651-57.1% |