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 | $93,050 | $72,492+28.4% | $87,100+6.8% | $72,985+27.5% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.9%-2.8pp | 69.5%+4.6pp |
| Annual return | 20.02% | 24.46%-4.4pp | 28.19%-8.2pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,650 | $1,894-12.9% | $2,521-34.6% | $2,440-32.4% |
| Participant deferral / active EE | $6,265 | $3,270+91.6% | $4,049+54.7% | $3,607+73.7% |
| Admin fee / account holder | $3,017 | $5,055-40.3% | $7,497-59.8% | $5,124-41.1% |