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 | $113,670 | $74,927+51.7% | $101,794+11.7% | $84,808+34.0% |
| Participation rate | 91.9% | 61.4%+30.5pp | 69.2%+22.7pp | 68.3%+23.6pp |
| Annual return | 15.74% | 18.70%-3.0pp | 30.53%-14.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $4,830 | $1,522+217.4% | $2,289+111.0% | $2,631+83.6% |
| Participant deferral / active EE | $3,088 | $3,099-0.4% | $4,084-24.4% | $4,212-26.7% |
| Admin fee / account holder | $7,795 | $6,514+19.7% | $8,777-11.2% | $7,344+6.1% |