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 | $85,463 | $59,839+42.8% | $81,983+4.2% | $79,858+7.0% |
| Participation rate | 81.3% | 61.6%+19.7pp | 69.2%+12.1pp | 69.6%+11.7pp |
| Annual return | 13.61% | 17.56%-3.9pp | 41.31%-27.7pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,838 | $1,713+7.3% | $2,498-26.4% | $2,471-25.6% |
| Participant deferral / active EE | $3,345 | $2,695+24.1% | $3,722-10.1% | $3,740-10.6% |
| Admin fee / account holder | $14,841 | $4,287+246.2% | $5,664+162.0% | $5,306+179.7% |