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 9-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 | $96,074 | $80,717+19.0% | $154,803-37.9% | $84,808+13.3% |
| Participation rate | 77.2% | 66.8%+10.4pp | 78.1%-0.9pp | 68.3%+8.9pp |
| Annual return | 19.74% | 37.96%-18.2pp | 58.88%-39.1pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,933 | $2,761+6.2% | $4,305-31.9% | $2,631+11.5% |
| Participant deferral / active EE | $5,553 | $3,303+68.1% | $5,540+0.2% | $4,212+31.9% |
| Admin fee / account holder | $3,795 | $6,746-43.7% | $14,329-73.5% | $7,344-48.3% |