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 | $97,805 | $54,762+78.6% | $90,281+8.3% | $72,985+34.0% |
| Participation rate | 96.8% | 65.1%+31.6pp | 73.3%+23.5pp | 69.5%+27.3pp |
| Annual return | 21.54% | 30.63%-9.1pp | 78.10%-56.6pp | 81.00%-59.5pp |
| Employer contribution / active EE | $3,248 | $2,092+55.2% | $2,854+13.8% | $2,440+33.1% |
| Participant deferral / active EE | $3,999 | $2,887+38.5% | $3,885+2.9% | $3,607+10.8% |
| Admin fee / account holder | $3,916 | $3,972-1.4% | $5,351-26.8% | $5,124-23.6% |