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 | $98,359 | $59,839+64.4% | $81,983+20.0% | $79,858+23.2% |
| Participation rate | 87.2% | 61.6%+25.6pp | 69.2%+17.9pp | 69.6%+17.5pp |
| Annual return | 14.59% | 17.56%-3.0pp | 41.31%-26.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,951 | $1,713+13.9% | $2,498-21.9% | $2,471-21.0% |
| Participant deferral / active EE | $2,983 | $2,695+10.7% | $3,722-19.9% | $3,740-20.2% |
| Admin fee / account holder | $2,193 | $4,287-48.8% | $5,664-61.3% | $5,306-58.7% |