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 | $88,583 | $83,477+6.1% | $125,175-29.2% | $72,985+21.4% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.5%+10.5pp |
| Annual return | 22.27% | 25.78%-3.5pp | 43.79%-21.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $3,055 | $2,345+30.3% | $3,865-21.0% | $2,440+25.2% |
| Participant deferral / active EE | $6,759 | $3,585+88.5% | $4,937+36.9% | $3,607+87.4% |
| Admin fee / account holder | $36,521 | $5,517+561.9% | $9,702+276.4% | $5,124+612.7% |