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 | $97,824 | $60,022+63.0% | $88,946+10.0% | $84,808+15.3% |
| Participation rate | 72.9% | 57.8%+15.1pp | 68.8%+4.1pp | 68.3%+4.6pp |
| Annual return | 20.95% | 22.43%-1.5pp | 57.82%-36.9pp | 40.90%-19.9pp |
| Employer contribution / active EE | $2,703 | $1,703+58.8% | $2,555+5.8% | $2,631+2.7% |
| Participant deferral / active EE | $4,959 | $3,114+59.2% | $4,581+8.2% | $4,212+17.7% |
| Admin fee / account holder | $10,738 | $4,811+123.2% | $8,261+30.0% | $7,344+46.2% |