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 5-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 | $92,086 | $74,927+22.9% | $101,794-9.5% | $84,808+8.6% |
| Participation rate | 70.5% | 61.4%+9.1pp | 69.2%+1.3pp | 68.3%+2.2pp |
| Annual return | 18.78% | 18.70%+0.1pp | 30.53%-11.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,820 | $1,522+85.3% | $2,289+23.2% | $2,631+7.2% |
| Participant deferral / active EE | $4,730 | $3,099+52.6% | $4,084+15.8% | $4,212+12.3% |
| Admin fee / account holder | $1,695 | $6,514-74.0% | $8,777-80.7% | $7,344-76.9% |