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 | $89,687 | $74,927+19.7% | $101,794-11.9% | $84,808+5.8% |
| Participation rate | 82.8% | 61.4%+21.4pp | 69.2%+13.6pp | 68.3%+14.4pp |
| Annual return | 16.31% | 18.70%-2.4pp | 30.53%-14.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,217 | $1,522+111.4% | $2,289+40.5% | $2,631+22.3% |
| Participant deferral / active EE | $7,761 | $3,099+150.4% | $4,084+90.0% | $4,212+84.3% |
| Admin fee / account holder | $19,133 | $6,514+193.7% | $8,777+118.0% | $7,344+160.5% |