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 | $96,712 | $64,480+50.0% | $81,382+18.8% | $80,856+19.6% |
| Participation rate | 78.6% | 63.9%+14.7pp | 69.5%+9.1pp | 67.6%+10.9pp |
| Annual return | 16.45% | 16.34%+0.1pp | 24.73%-8.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,166 | $1,978+9.5% | $2,463-12.0% | $2,755-21.4% |
| Participant deferral / active EE | $5,814 | $3,094+87.9% | $3,883+49.7% | $4,296+35.3% |
| Admin fee / account holder | $21,757 | $5,671+283.7% | $5,768+277.2% | $6,918+214.5% |