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 | $100,403 | $74,927+34.0% | $101,794-1.4% | $84,808+18.4% |
| Participation rate | 93.8% | 61.4%+32.3pp | 69.2%+24.6pp | 68.3%+25.4pp |
| Annual return | 15.54% | 18.70%-3.2pp | 30.53%-15.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,904 | $1,522+25.1% | $2,289-16.8% | $2,631-27.6% |
| Participant deferral / active EE | $6,537 | $3,099+110.9% | $4,084+60.1% | $4,212+55.2% |
| Admin fee / account holder | $4,334 | $6,514-33.5% | $8,777-50.6% | $7,344-41.0% |