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 7-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 | $86,321 | $60,022+43.8% | $88,946-3.0% | $84,808+1.8% |
| Participation rate | 74.3% | 57.8%+16.4pp | 68.8%+5.4pp | 68.3%+6.0pp |
| Annual return | 15.78% | 22.43%-6.7pp | 57.82%-42.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,730 | $1,703+60.3% | $2,555+6.9% | $2,631+3.8% |
| Participant deferral / active EE | $6,499 | $3,114+108.7% | $4,581+41.9% | $4,212+54.3% |
| Admin fee / account holder | $17,771 | $4,811+269.4% | $8,261+115.1% | $7,344+142.0% |