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 | $106,162 | $55,706+90.6% | $75,886+39.9% | $72,985+45.5% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.3%+5.7pp | 69.5%+5.5pp |
| Annual return | 23.55% | 27.59%-4.0pp | 30.76%-7.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,294 | $1,687+36.0% | $2,500-8.2% | $2,440-6.0% |
| Participant deferral / active EE | $5,695 | $2,634+116.2% | $3,603+58.1% | $3,607+57.9% |
| Admin fee / account holder | $1,994 | $3,978-49.9% | $5,418-63.2% | $5,124-61.1% |