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 | $93,177 | $60,892+53.0% | $82,389+13.1% | $84,808+9.9% |
| Participation rate | 92.6% | 63.3%+29.3pp | 69.5%+23.0pp | 68.3%+24.3pp |
| Annual return | 13.70% | 37.29%-23.6pp | 28.67%-15.0pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,314 | $1,779+86.2% | $2,517+31.6% | $2,631+25.9% |
| Participant deferral / active EE | $6,890 | $3,179+116.8% | $4,155+65.8% | $4,212+63.6% |
| Admin fee / account holder | $5,739 | $5,467+5.0% | $7,231-20.6% | $7,344-21.9% |