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 | $93,373 | $60,349+54.7% | $74,183+25.9% | $62,891+48.5% |
| Participation rate | 88.2% | 72.7%+15.5pp | 76.6%+11.6pp | 69.3%+18.9pp |
| Annual return | 6.69% | 21.37%-14.7pp | 17.74%-11.0pp | 20.14%-13.5pp |
| Employer contribution / active EE | $5,697 | $1,680+239.1% | $2,370+140.4% | $2,281+149.8% |
| Participant deferral / active EE | $5,280 | $2,856+84.9% | $3,550+48.8% | $3,203+64.9% |
| Admin fee / account holder | $9,228 | $4,261+116.6% | $5,586+65.2% | $4,296+114.8% |