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 | $93,615 | $72,492+29.1% | $87,100+7.5% | $72,985+28.3% |
| Participation rate | 94.2% | 72.8%+21.4pp | 76.9%+17.4pp | 69.5%+24.7pp |
| Annual return | 16.63% | 24.46%-7.8pp | 28.19%-11.6pp | 81.00%-64.4pp |
| Employer contribution / active EE | $862 | $1,894-54.5% | $2,521-65.8% | $2,440-64.7% |
| Participant deferral / active EE | $2,946 | $3,270-9.9% | $4,049-27.2% | $3,607-18.3% |
| Admin fee / account holder | $14,689 | $5,055+190.6% | $7,497+95.9% | $5,124+186.7% |