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 | $93,474 | $74,927+24.8% | $101,794-8.2% | $84,808+10.2% |
| Participation rate | 73.1% | 61.4%+11.7pp | 69.2%+3.9pp | 68.3%+4.8pp |
| Annual return | 18.11% | 18.70%-0.6pp | 30.53%-12.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,597 | $1,522+4.9% | $2,289-30.2% | $2,631-39.3% |
| Participant deferral / active EE | $7,434 | $3,099+139.9% | $4,084+82.0% | $4,212+76.5% |
| Admin fee / account holder | $3,594 | $6,514-44.8% | $8,777-59.0% | $7,344-51.1% |