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 | $89,929 | $74,927+20.0% | $101,794-11.7% | $84,808+6.0% |
| Participation rate | 88.5% | 61.4%+27.1pp | 69.2%+19.4pp | 68.3%+20.2pp |
| Annual return | 21.90% | 18.70%+3.2pp | 30.53%-8.6pp | 40.90%-19.0pp |
| Employer contribution / active EE | $3,074 | $1,522+102.0% | $2,289+34.3% | $2,631+16.8% |
| Participant deferral / active EE | $5,147 | $3,099+66.1% | $4,084+26.0% | $4,212+22.2% |
| Admin fee / account holder | $21,197 | $6,514+225.4% | $8,777+141.5% | $7,344+188.6% |