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 | $94,936 | $76,367+24.3% | $93,606+1.4% | $72,985+30.1% |
| Participation rate | 94.2% | 71.7%+22.5pp | 75.8%+18.4pp | 69.5%+24.7pp |
| Annual return | 17.01% | 25.82%-8.8pp | 32.76%-15.7pp | 81.00%-64.0pp |
| Employer contribution / active EE | $2,395 | $2,275+5.3% | $2,718-11.9% | $2,440-1.8% |
| Participant deferral / active EE | $7,843 | $3,538+121.7% | $4,069+92.8% | $3,607+117.4% |
| Admin fee / account holder | $883 | $6,838-87.1% | $7,888-88.8% | $5,124-82.8% |