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 | $92,226 | $57,506+60.4% | $67,221+37.2% | $79,858+15.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 17.99% | 18.46%-0.5pp | 20.72%-2.7pp | 31.71%-13.7pp |
| Employer contribution / active EE | $3,558 | $2,961+20.2% | $3,723-4.4% | $2,471+44.0% |
| Participant deferral / active EE | $7,045 | $3,508+100.8% | $4,384+60.7% | $3,740+88.4% |
| Admin fee / account holder | $782 | $4,029-80.6% | $5,844-86.6% | $5,306-85.3% |