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 | $82,233 | $55,706+47.6% | $75,886+8.4% | $72,985+12.7% |
| Participation rate | 73.3% | 61.1%+12.2pp | 69.3%+4.1pp | 69.5%+3.8pp |
| Annual return | 19.66% | 27.59%-7.9pp | 30.76%-11.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $2,299 | $1,687+36.3% | $2,500-8.0% | $2,440-5.8% |
| Participant deferral / active EE | $3,827 | $2,634+45.3% | $3,603+6.2% | $3,607+6.1% |
| Admin fee / account holder | $17,004 | $3,978+327.4% | $5,418+213.8% | $5,124+231.8% |