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 | $91,474 | $58,851+55.4% | $115,157-20.6% | $72,985+25.3% |
| Participation rate | 82.1% | 65.5%+16.6pp | 75.9%+6.2pp | 69.5%+12.7pp |
| Annual return | 21.78% | 23.16%-1.4pp | 35.60%-13.8pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,085 | $1,798+16.0% | $3,179-34.4% | $2,440-14.5% |
| Participant deferral / active EE | $4,392 | $2,643+66.2% | $4,168+5.4% | $3,607+21.7% |
| Admin fee / account holder | $3,352 | $6,370-47.4% | $7,088-52.7% | $5,124-34.6% |