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 | $96,339 | $78,422+22.8% | $95,952+0.4% | $79,858+20.6% |
| Participation rate | 78.6% | 73.5%+5.1pp | 77.1%+1.5pp | 69.6%+8.9pp |
| Annual return | 16.82% | 19.37%-2.6pp | 91.61%-74.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,504 | $1,945-22.7% | $2,541-40.8% | $2,471-39.1% |
| Participant deferral / active EE | $4,285 | $3,440+24.6% | $4,167+2.8% | $3,740+14.6% |
| Admin fee / account holder | $2,402 | $5,622-57.3% | $6,795-64.7% | $5,306-54.7% |