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 | $88,189 | $78,926+11.7% | $136,749-35.5% | $84,808+4.0% |
| Participation rate | 94.0% | 62.2%+31.8pp | 72.1%+21.9pp | 68.3%+25.7pp |
| Annual return | 14.26% | 18.17%-3.9pp | 24.33%-10.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,724 | $2,134-19.2% | $3,400-49.3% | $2,631-34.5% |
| Participant deferral / active EE | $5,762 | $3,168+81.9% | $4,692+22.8% | $4,212+36.8% |
| Admin fee / account holder | $5,780 | $6,369-9.2% | $11,386-49.2% | $7,344-21.3% |