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 | $92,709 | $95,803-3.2% | $113,168-18.1% | $84,808+9.3% |
| Participation rate | 83.6% | 72.9%+10.8pp | 76.6%+7.1pp | 68.3%+15.3pp |
| Annual return | 14.65% | 25.00%-10.4pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,809 | $2,360+19.0% | $2,975-5.6% | $2,631+6.8% |
| Participant deferral / active EE | $4,355 | $4,242+2.7% | $5,107-14.7% | $4,212+3.4% |
| Admin fee / account holder | $4,394 | $8,989-51.1% | $12,068-63.6% | $7,344-40.2% |