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 | $87,755 | $74,927+17.1% | $101,794-13.8% | $84,808+3.5% |
| Participation rate | 78.8% | 61.4%+17.4pp | 69.2%+9.6pp | 68.3%+10.5pp |
| Annual return | 15.83% | 18.70%-2.9pp | 30.53%-14.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,164 | $1,522+42.2% | $2,289-5.4% | $2,631-17.7% |
| Participant deferral / active EE | $4,123 | $3,099+33.0% | $4,084+0.9% | $4,212-2.1% |
| Admin fee / account holder | $791 | $6,514-87.9% | $8,777-91.0% | $7,344-89.2% |