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 | $92,684 | $74,927+23.7% | $101,794-8.9% | $84,808+9.3% |
| Participation rate | 75.3% | 61.4%+13.9pp | 69.2%+6.1pp | 68.3%+7.0pp |
| Annual return | 19.00% | 18.70%+0.3pp | 30.53%-11.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,910 | $1,522+91.2% | $2,289+27.1% | $2,631+10.6% |
| Participant deferral / active EE | $3,277 | $3,099+5.8% | $4,084-19.8% | $4,212-22.2% |
| Admin fee / account holder | $7,109 | $6,514+9.1% | $8,777-19.0% | $7,344-3.2% |