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 | $93,722 | $72,492+29.3% | $87,100+7.6% | $72,985+28.4% |
| Participation rate | 92.9% | 72.8%+20.0pp | 76.9%+16.0pp | 69.5%+23.4pp |
| Annual return | 17.89% | 24.46%-6.6pp | 28.19%-10.3pp | 81.00%-63.1pp |
| Employer contribution / active EE | $3,570 | $1,894+88.5% | $2,521+41.6% | $2,440+46.3% |
| Participant deferral / active EE | $8,138 | $3,270+148.9% | $4,049+101.0% | $3,607+125.6% |
| Admin fee / account holder | $6,610 | $5,055+30.8% | $7,497-11.8% | $5,124+29.0% |