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 | $103,231 | $60,022+72.0% | $88,946+16.1% | $84,808+21.7% |
| Participation rate | 71.1% | 57.8%+13.2pp | 68.8%+2.2pp | 68.3%+2.7pp |
| Annual return | 15.42% | 22.43%-7.0pp | 57.82%-42.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,329 | $1,703+95.5% | $2,555+30.3% | $2,631+26.5% |
| Participant deferral / active EE | $5,438 | $3,114+74.6% | $4,581+18.7% | $4,212+29.1% |
| Admin fee / account holder | $6,927 | $4,811+44.0% | $8,261-16.2% | $7,344-5.7% |