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 | $89,856 | $64,480+39.4% | $81,382+10.4% | $80,856+11.1% |
| Participation rate | 90.0% | 63.9%+26.1pp | 69.5%+20.5pp | 67.6%+22.4pp |
| Annual return | 12.05% | 16.34%-4.3pp | 24.73%-12.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,292 | $1,978+15.8% | $2,463-6.9% | $2,755-16.8% |
| Participant deferral / active EE | $4,938 | $3,094+59.6% | $3,883+27.2% | $4,296+15.0% |
| Admin fee / account holder | $7,509 | $5,671+32.4% | $5,768+30.2% | $6,918+8.5% |