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 | $94,129 | $74,927+25.6% | $101,794-7.5% | $84,808+11.0% |
| Participation rate | 77.3% | 61.4%+15.9pp | 69.2%+8.1pp | 68.3%+9.0pp |
| Annual return | 13.26% | 18.70%-5.4pp | 30.53%-17.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,232 | $1,522+46.7% | $2,289-2.5% | $2,631-15.2% |
| Participant deferral / active EE | $2,179 | $3,099-29.7% | $4,084-46.6% | $4,212-48.3% |
| Admin fee / account holder | $27,927 | $6,514+328.7% | $8,777+218.2% | $7,344+280.3% |