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 | $98,831 | $60,892+62.3% | $82,389+20.0% | $84,808+16.5% |
| Participation rate | 94.2% | 63.3%+31.0pp | 69.5%+24.7pp | 68.3%+25.9pp |
| Annual return | 18.22% | 37.29%-19.1pp | 28.67%-10.5pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,879 | $1,779+5.6% | $2,517-25.4% | $2,631-28.6% |
| Participant deferral / active EE | $6,670 | $3,179+109.8% | $4,155+60.5% | $4,212+58.4% |
| Admin fee / account holder | $2,181 | $5,467-60.1% | $7,231-69.8% | $7,344-70.3% |