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 | $94,449 | $64,480+46.5% | $81,382+16.1% | $80,856+16.8% |
| Participation rate | 83.1% | 63.9%+19.2pp | 69.5%+13.6pp | 67.6%+15.5pp |
| Annual return | 16.47% | 16.34%+0.1pp | 24.73%-8.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,754 | $1,978-11.3% | $2,463-28.8% | $2,755-36.3% |
| Participant deferral / active EE | $3,884 | $3,094+25.6% | $3,8830% | $4,296-9.6% |
| Admin fee / account holder | $17,530 | $5,671+209.1% | $5,768+203.9% | $6,918+153.4% |