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 | $94,796 | $88,370+7.3% | $112,977-16.1% | $79,858+18.7% |
| Participation rate | 97.5% | 76.8%+20.7pp | 82.6%+14.9pp | 69.6%+27.9pp |
| Annual return | 15.90% | 23.16%-7.3pp | 24.24%-8.3pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,852 | $3,398-45.5% | $4,255-56.5% | $2,471-25.1% |
| Participant deferral / active EE | $4,099 | $4,536-9.6% | $5,836-29.8% | $3,740+9.6% |
| Admin fee / account holder | $2,787 | $5,750-51.5% | $6,294-55.7% | $5,306-47.5% |