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 | $92,469 | $57,065+62.0% | $75,670+22.2% | $70,131+31.9% |
| Participation rate | 86.8% | 68.1%+18.7pp | 72.3%+14.4pp | 69.5%+17.2pp |
| Annual return | 29.37% | 23.57%+5.8pp | 27.34%+2.0pp | 73.14%-43.8pp |
| Employer contribution / active EE | $2,342 | $1,817+28.9% | $2,352-0.4% | $2,3420% |
| Participant deferral / active EE | $4,240 | $2,580+64.3% | $3,142+34.9% | $3,332+27.3% |
| Admin fee / account holder | $2,169 | $3,825-43.3% | $5,800-62.6% | $4,645-53.3% |