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 | $94,932 | $74,927+26.7% | $101,794-6.7% | $84,808+11.9% |
| Participation rate | 80.0% | 61.4%+18.6pp | 69.2%+10.8pp | 68.3%+11.7pp |
| Annual return | 13.32% | 18.70%-5.4pp | 30.53%-17.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,044 | $1,522-31.4% | $2,289-54.4% | $2,631-60.3% |
| Participant deferral / active EE | $5,529 | $3,099+78.4% | $4,084+35.4% | $4,212+31.3% |
| Admin fee / account holder | $7,927 | $6,514+21.7% | $8,777-9.7% | $7,344+7.9% |