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 | $86,828 | $116,875-25.7% | $621,730-86.0% | $116,875-25.7% |
| Participation rate | 84.0% | 74.5%+9.5pp | 90.8%-6.8pp | 74.5%+9.5pp |
| Annual return | 17.90% | 16.29%+1.6pp | 10.76%+7.1pp | 16.29%+1.6pp |
| Employer contribution / active EE | $4,500 | $3,288+36.9% | $9,871-54.4% | $3,288+36.9% |
| Participant deferral / active EE | $4,028 | $3,885+3.7% | $6,979-42.3% | $3,885+3.7% |
| Admin fee / account holder | $12,893 | $12,263+5.1% | $66,065-80.5% | $12,263+5.1% |