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 | $84,796 | $72,492+17.0% | $87,100-2.6% | $72,985+16.2% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.9%+17.0pp | 69.5%+24.4pp |
| Annual return | 26.07% | 24.46%+1.6pp | 28.19%-2.1pp | 81.00%-54.9pp |
| Employer contribution / active EE | $1,415 | $1,894-25.3% | $2,521-43.9% | $2,440-42.0% |
| Participant deferral / active EE | $4,774 | $3,270+46.0% | $4,049+17.9% | $3,607+32.3% |
| Admin fee / account holder | $4,952 | $5,055-2.0% | $7,497-33.9% | $5,124-3.4% |