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 | $95,447 | $47,848+99.5% | $81,478+17.1% | $70,131+36.1% |
| Participation rate | 74.2% | 58.3%+15.9pp | 68.0%+6.2pp | 69.5%+4.7pp |
| Annual return | 14.72% | 27.25%-12.5pp | 38.78%-24.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,852 | $1,527+21.3% | $2,568-27.9% | $2,342-20.9% |
| Participant deferral / active EE | $3,560 | $2,453+45.1% | $3,537+0.6% | $3,332+6.8% |
| Admin fee / account holder | $1,880 | $3,145-40.2% | $4,561-58.8% | $4,645-59.5% |