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 | $96,719 | $72,492+33.4% | $87,100+11.0% | $72,985+32.5% |
| Participation rate | 93.1% | 72.8%+20.3pp | 76.9%+16.2pp | 69.5%+23.6pp |
| Annual return | 22.75% | 24.46%-1.7pp | 28.19%-5.4pp | 81.00%-58.3pp |
| Employer contribution / active EE | $634 | $1,894-66.5% | $2,521-74.9% | $2,440-74.0% |
| Participant deferral / active EE | $6,629 | $3,270+102.8% | $4,049+63.7% | $3,607+83.8% |
| Admin fee / account holder | $6,421 | $5,055+27.0% | $7,497-14.3% | $5,124+25.3% |