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 | $88,538 | $74,927+18.2% | $101,794-13.0% | $84,808+4.4% |
| Participation rate | 93.6% | 61.4%+32.2pp | 69.2%+24.4pp | 68.3%+25.3pp |
| Annual return | 14.39% | 18.70%-4.3pp | 30.53%-16.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $609 | $1,522-60.0% | $2,289-73.4% | $2,631-76.9% |
| Participant deferral / active EE | $5,126 | $3,099+65.4% | $4,084+25.5% | $4,212+21.7% |
| Admin fee / account holder | $30,422 | $6,514+367.0% | $8,777+246.6% | $7,344+314.3% |