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 | $91,911 | $76,552+20.1% | $123,892-25.8% | $62,891+46.1% |
| Participation rate | 96.2% | 73.0%+23.2pp | 81.4%+14.7pp | 69.3%+26.8pp |
| Annual return | 7.09% | 18.68%-11.6pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,337 | $2,883-18.9% | $4,617-49.4% | $2,281+2.5% |
| Participant deferral / active EE | $10,339 | $4,840+113.6% | $5,984+72.8% | $3,203+222.8% |
| Admin fee / account holder | $1,164 | $4,826-75.9% | $8,357-86.1% | $4,296-72.9% |