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 | $97,624 | $86,929+12.3% | $102,423-4.7% | $80,856+20.7% |
| Participation rate | 87.7% | 72.4%+15.3pp | 76.5%+11.2pp | 67.6%+20.1pp |
| Annual return | 16.20% | 18.88%-2.7pp | 29.32%-13.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $3,694 | $2,369+55.9% | $3,023+22.2% | $2,755+34.1% |
| Participant deferral / active EE | $6,855 | $4,118+66.5% | $5,053+35.7% | $4,296+59.6% |
| Admin fee / account holder | $33,124 | $8,049+311.5% | $9,451+250.5% | $6,918+378.8% |