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 | $92,714 | $60,022+54.5% | $88,946+4.2% | $84,808+9.3% |
| Participation rate | 75.6% | 57.8%+17.7pp | 68.8%+6.7pp | 68.3%+7.3pp |
| Annual return | 14.50% | 22.43%-7.9pp | 57.82%-43.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $12,600 | $1,703+640.0% | $2,555+393.2% | $2,631+378.9% |
| Participant deferral / active EE | $9,330 | $3,114+199.6% | $4,581+103.6% | $4,212+121.5% |
| Admin fee / account holder | $21,170 | $4,811+340.0% | $8,261+156.3% | $7,344+188.3% |