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 | $92,209 | $72,277+27.6% | $101,248-8.9% | $79,858+15.5% |
| Participation rate | 80.6% | 68.5%+12.2pp | 75.8%+4.8pp | 69.6%+11.0pp |
| Annual return | 16.18% | 22.30%-6.1pp | 46.47%-30.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,802 | $2,692+4.1% | $3,660-23.4% | $2,471+13.4% |
| Participant deferral / active EE | $5,173 | $3,282+57.6% | $4,370+18.4% | $3,740+38.3% |
| Admin fee / account holder | $3,688 | $4,400-16.2% | $5,945-38.0% | $5,306-30.5% |