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 | $93,222 | $74,927+24.4% | $101,794-8.4% | $84,808+9.9% |
| Participation rate | 85.1% | 61.4%+23.7pp | 69.2%+15.9pp | 68.3%+16.8pp |
| Annual return | 16.53% | 18.70%-2.2pp | 30.53%-14.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,689 | $3,099+115.8% | $4,084+63.8% | $4,212+58.8% |
| Admin fee / account holder | $6,196 | $6,514-4.9% | $8,777-29.4% | $7,344-15.6% |