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 | $96,106 | $45,073+113.2% | $69,455+38.4% | $72,985+31.7% |
| Participation rate | 84.8% | 68.5%+16.4pp | 74.6%+10.2pp | 69.5%+15.4pp |
| Annual return | 20.96% | 22.65%-1.7pp | 28.97%-8.0pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,494 | $2,054+21.4% | $2,779-10.3% | $2,440+2.2% |
| Participant deferral / active EE | $5,781 | $2,602+122.2% | $3,535+63.5% | $3,607+60.3% |
| Admin fee / account holder | $486 | $3,056-84.1% | $3,839-87.3% | $5,124-90.5% |