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 | $92,865 | $74,927+23.9% | $101,794-8.8% | $84,808+9.5% |
| Participation rate | 87.8% | 61.4%+26.4pp | 69.2%+18.6pp | 68.3%+19.5pp |
| Annual return | 13.81% | 18.70%-4.9pp | 30.53%-16.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $3,652 | $1,522+140.0% | $2,289+59.5% | $2,631+38.8% |
| Participant deferral / active EE | $3,760 | $3,099+21.3% | $4,084-7.9% | $4,212-10.7% |
| Admin fee / account holder | $14,297 | $6,514+119.5% | $8,777+62.9% | $7,344+94.7% |