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 | $88,661 | $68,719+29.0% | $91,541-3.1% | $84,808+4.5% |
| Participation rate | 73.6% | 64.5%+9.1pp | 69.8%+3.8pp | 68.3%+5.3pp |
| Annual return | 15.90% | 19.12%-3.2pp | 20.50%-4.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,885 | $1,920-1.8% | $2,505-24.7% | $2,631-28.4% |
| Participant deferral / active EE | $3,890 | $3,136+24.1% | $4,008-2.9% | $4,212-7.6% |
| Admin fee / account holder | $4,688 | $5,786-19.0% | $6,956-32.6% | $7,344-36.2% |