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 | $95,666 | $74,927+27.7% | $101,794-6.0% | $84,808+12.8% |
| Participation rate | 97.5% | 61.4%+36.1pp | 69.2%+28.3pp | 68.3%+29.2pp |
| Annual return | 14.38% | 18.70%-4.3pp | 30.53%-16.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,323 | $1,522-13.1% | $2,289-42.2% | $2,631-49.7% |
| Participant deferral / active EE | $9,340 | $3,099+201.4% | $4,084+128.7% | $4,212+121.8% |
| Admin fee / account holder | $10,749 | $6,514+65.0% | $8,777+22.5% | $7,344+46.4% |