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 | $94,937 | $80,717+17.6% | $154,803-38.7% | $84,808+11.9% |
| Participation rate | 83.9% | 66.8%+17.1pp | 78.1%+5.8pp | 68.3%+15.6pp |
| Annual return | 18.79% | 37.96%-19.2pp | 58.88%-40.1pp | 40.90%-22.1pp |
| Employer contribution / active EE | $4,081 | $2,761+47.8% | $4,305-5.2% | $2,631+55.1% |
| Participant deferral / active EE | $5,353 | $3,303+62.1% | $5,540-3.4% | $4,212+27.1% |
| Admin fee / account holder | $584 | $6,746-91.3% | $14,329-95.9% | $7,344-92.0% |