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 | $91,003 | $94,625-3.8% | $116,228-21.7% | $84,808+7.3% |
| Participation rate | 87.2% | 70.4%+16.7pp | 74.6%+12.6pp | 68.3%+18.9pp |
| Annual return | 17.91% | 20.40%-2.5pp | 90.06%-72.1pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,220 | $2,347-5.4% | $2,994-25.9% | $2,631-15.6% |
| Participant deferral / active EE | $5,025 | $3,972+26.5% | $4,953+1.4% | $4,212+19.3% |
| Admin fee / account holder | $14,073 | $10,091+39.5% | $11,989+17.4% | $7,344+91.6% |