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 | $90,548 | $67,606+33.9% | $82,313+10.0% | $70,131+29.1% |
| Participation rate | 98.6% | 72.8%+25.9pp | 76.9%+21.7pp | 69.5%+29.1pp |
| Annual return | 16.18% | 21.57%-5.4pp | 25.88%-9.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $2,879 | $1,755+64.0% | $2,428+18.5% | $2,342+22.9% |
| Participant deferral / active EE | $4,043 | $2,987+35.4% | $3,706+9.1% | $3,332+21.3% |
| Admin fee / account holder | $646 | $4,512-85.7% | $5,608-88.5% | $4,645-86.1% |