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 | $91,955 | $61,280+50.1% | $69,780+31.8% | $84,808+8.4% |
| Participation rate | 88.9% | 73.6%+15.3pp | 79.3%+9.6pp | 68.3%+20.6pp |
| Annual return | 17.60% | 12.93%+4.7pp | 26.31%-8.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,039 | $3,577-70.9% | $4,168-75.1% | $2,631-60.5% |
| Participant deferral / active EE | $9,148 | $3,756+143.6% | $6,164+48.4% | $4,212+117.2% |
| Admin fee / account holder | $5,442 | $6,026-9.7% | $7,285-25.3% | $7,344-25.9% |