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 | $89,775 | $72,492+23.8% | $87,100+3.1% | $72,985+23.0% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.9%-2.8pp | 69.5%+4.6pp |
| Annual return | 20.75% | 24.46%-3.7pp | 28.19%-7.4pp | 81.00%-60.3pp |
| Employer contribution / active EE | $3,264 | $1,894+72.3% | $2,521+29.5% | $2,440+33.8% |
| Participant deferral / active EE | $4,616 | $3,270+41.2% | $4,049+14.0% | $3,607+28.0% |
| Admin fee / account holder | $10,535 | $5,055+108.4% | $7,497+40.5% | $5,124+105.6% |