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 | $94,422 | $76,552+23.3% | $123,892-23.8% | $62,891+50.1% |
| Participation rate | 77.8% | 73.0%+4.8pp | 81.4%-3.6pp | 69.3%+8.5pp |
| Annual return | 7.01% | 18.68%-11.7pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,998 | $2,883-30.7% | $4,617-56.7% | $2,281-12.4% |
| Participant deferral / active EE | $4,045 | $4,840-16.4% | $5,984-32.4% | $3,203+26.3% |
| Admin fee / account holder | $10,995 | $4,826+127.8% | $8,357+31.6% | $4,296+156.0% |