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 | $104,921 | $74,927+40.0% | $101,794+3.1% | $84,808+23.7% |
| Participation rate | 71.4% | 61.4%+10.0pp | 69.2%+2.2pp | 68.3%+3.1pp |
| Annual return | 17.35% | 18.70%-1.4pp | 30.53%-13.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,873 | $3,099+25.0% | $4,084-5.2% | $4,212-8.0% |
| Admin fee / account holder | $5,557 | $6,514-14.7% | $8,777-36.7% | $7,344-24.3% |