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 | $93,087 | $72,492+28.4% | $87,100+6.9% | $72,985+27.5% |
| Participation rate | 97.9% | 72.8%+25.1pp | 76.9%+21.0pp | 69.5%+28.4pp |
| Annual return | 16.85% | 24.46%-7.6pp | 28.19%-11.3pp | 81.00%-64.2pp |
| Employer contribution / active EE | $2,778 | $1,894+46.7% | $2,521+10.2% | $2,440+13.8% |
| Participant deferral / active EE | $8,267 | $3,270+152.9% | $4,049+104.2% | $3,607+129.2% |
| Admin fee / account holder | $13,538 | $5,055+167.8% | $7,497+80.6% | $5,124+164.2% |