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 | $93,985 | $192,717-51.2% | $142,449-34.0% | $139,434-32.6% |
| Participation rate | 94.1% | 81.5%+12.6pp | 76.8%+17.3pp | 80.3%+13.8pp |
| Annual return | 16.28% | 17.99%-1.7pp | 19.99%-3.7pp | 372.94%-356.7pp |
| Employer contribution / active EE | $3,821 | $5,806-34.2% | $4,847-21.2% | $4,751-19.6% |
| Participant deferral / active EE | $7,704 | $7,208+6.9% | $6,283+22.6% | $6,710+14.8% |
| Admin fee / account holder | $14,673 | $15,124-3.0% | $10,011+46.6% | $11,403+28.7% |