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 | $97,248 | $87,841+10.7% | $133,980-27.4% | $62,891+54.6% |
| Participation rate | 88.9% | 83.4%+5.5pp | 87.1%+1.8pp | 69.3%+19.6pp |
| Annual return | 14.14% | 12.05%+2.1pp | 29.30%-15.2pp | 20.14%-6.0pp |
| Employer contribution / active EE | $3,083 | $3,483-11.5% | $5,211-40.8% | $2,281+35.2% |
| Participant deferral / active EE | $6,099 | $4,812+26.7% | $6,282-2.9% | $3,203+90.4% |
| Admin fee / account holder | $16,725 | $5,371+211.4% | $9,324+79.4% | $4,296+289.4% |