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 | $93,767 | $67,606+38.7% | $82,313+13.9% | $70,131+33.7% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.9%+16.6pp | 69.5%+24.0pp |
| Annual return | 12.99% | 21.57%-8.6pp | 25.88%-12.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $3,325 | $1,755+89.5% | $2,428+36.9% | $2,342+41.9% |
| Participant deferral / active EE | $2,960 | $2,987-0.9% | $3,706-20.1% | $3,332-11.2% |
| Admin fee / account holder | $7,127 | $4,512+58.0% | $5,608+27.1% | $4,645+53.4% |