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 | $92,634 | $45,698+102.7% | $61,048+51.7% | $72,985+26.9% |
| Participation rate | 93.8% | 74.3%+19.5pp | 79.3%+14.4pp | 69.5%+24.3pp |
| Annual return | 21.10% | 20.14%+1.0pp | 26.18%-5.1pp | 81.00%-59.9pp |
| Employer contribution / active EE | $3,157 | $2,803+12.6% | $3,716-15.1% | $2,440+29.4% |
| Participant deferral / active EE | $7,043 | $3,264+115.8% | $4,470+57.6% | $3,607+95.3% |
| Admin fee / account holder | $21,501 | $3,347+542.4% | $3,728+476.8% | $5,124+319.6% |