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 | $98,986 | $74,927+32.1% | $101,794-2.8% | $84,808+16.7% |
| Participation rate | 92.9% | 61.4%+31.5pp | 69.2%+23.7pp | 68.3%+24.5pp |
| Annual return | 16.95% | 18.70%-1.7pp | 30.53%-13.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,744 | $1,522+14.6% | $2,289-23.8% | $2,631-33.7% |
| Participant deferral / active EE | $3,258 | $3,099+5.1% | $4,084-20.2% | $4,212-22.7% |
| Admin fee / account holder | $3,323 | $6,514-49.0% | $8,777-62.1% | $7,344-54.7% |