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 | $94,442 | $72,277+30.7% | $101,248-6.7% | $79,858+18.3% |
| Participation rate | 73.2% | 68.5%+4.8pp | 75.8%-2.6pp | 69.6%+3.6pp |
| Annual return | 15.98% | 22.30%-6.3pp | 46.47%-30.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $697 | $2,692-74.1% | $3,660-81.0% | $2,471-71.8% |
| Participant deferral / active EE | $3,808 | $3,282+16.0% | $4,370-12.9% | $3,740+1.8% |
| Admin fee / account holder | $7,749 | $4,400+76.1% | $5,945+30.3% | $5,306+46.0% |