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 | $94,345 | $54,705+72.5% | $71,209+32.5% | $84,808+11.2% |
| Participation rate | 87.9% | 64.1%+23.9pp | 73.8%+14.2pp | 68.3%+19.6pp |
| Annual return | 15.90% | 35.90%-20.0pp | 282.51%-266.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,241 | $2,158+50.2% | $2,721+19.1% | $2,631+23.2% |
| Participant deferral / active EE | $4,663 | $3,030+53.9% | $4,175+11.7% | $4,212+10.7% |
| Admin fee / account holder | $5,296 | $4,863+8.9% | $5,349-1.0% | $7,344-27.9% |