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 | $92,094 | $52,580+75.1% | $71,671+28.5% | $70,131+31.3% |
| Participation rate | 85.1% | 60.9%+24.3pp | 68.7%+16.4pp | 69.5%+15.6pp |
| Annual return | 20.81% | 20.25%+0.6pp | 20.65%+0.2pp | 73.14%-52.3pp |
| Employer contribution / active EE | $2,337 | $1,616+44.6% | $2,460-5.0% | $2,342-0.2% |
| Participant deferral / active EE | $3,385 | $2,386+41.9% | $3,438-1.5% | $3,332+1.6% |
| Admin fee / account holder | $1,334 | $3,653-63.5% | $5,558-76.0% | $4,645-71.3% |