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 | $68,336 | $39,122+74.7% | $57,179+19.5% | $62,891+8.7% |
| Participation rate | 87.5% | 70.5%+17.0pp | 75.3%+12.2pp | 69.3%+18.2pp |
| Annual return | 8.06% | 9.23%-1.2pp | 14.59%-6.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $8,637 | $1,874+360.8% | $2,682+222.0% | $2,281+278.7% |
| Participant deferral / active EE | $7,626 | $2,374+221.3% | $3,096+146.3% | $3,203+138.1% |
| Admin fee / account holder | $3,272 | $2,592+26.2% | $3,139+4.2% | $4,296-23.8% |