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 | $91,726 | $60,892+50.6% | $82,389+11.3% | $84,808+8.2% |
| Participation rate | 98.1% | 63.3%+34.9pp | 69.5%+28.6pp | 68.3%+29.8pp |
| Annual return | 16.34% | 37.29%-21.0pp | 28.67%-12.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,800 | $1,779+1.2% | $2,517-28.5% | $2,631-31.6% |
| Participant deferral / active EE | $4,391 | $3,179+38.1% | $4,155+5.7% | $4,212+4.3% |
| Admin fee / account holder | $22,803 | $5,467+317.1% | $7,231+215.4% | $7,344+210.5% |