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 | $82,091 | $55,706+47.4% | $75,886+8.2% | $72,985+12.5% |
| Participation rate | 71.4% | 61.1%+10.3pp | 69.3%+2.1pp | 69.5%+1.9pp |
| Annual return | 31.52% | 27.59%+3.9pp | 30.76%+0.8pp | 81.00%-49.5pp |
| Employer contribution / active EE | $2,222 | $1,687+31.7% | $2,500-11.1% | $2,440-8.9% |
| Participant deferral / active EE | $3,591 | $2,634+36.3% | $3,603-0.3% | $3,607-0.5% |
| Admin fee / account holder | $6,954 | $3,978+74.8% | $5,418+28.3% | $5,124+35.7% |