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 | $97,126 | $81,460+19.2% | $103,333-6.0% | $80,856+20.1% |
| Participation rate | 92.9% | 66.8%+26.0pp | 74.5%+18.3pp | 67.6%+25.2pp |
| Annual return | 14.86% | 25.55%-10.7pp | 24.88%-10.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $4,297 | $3,105+38.4% | $3,868+11.1% | $2,755+56.0% |
| Participant deferral / active EE | $6,582 | $3,869+70.1% | $5,057+30.1% | $4,296+53.2% |
| Admin fee / account holder | $14,420 | $6,566+119.6% | $8,355+72.6% | $6,918+108.4% |