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 | $86,012 | $74,927+14.8% | $101,794-15.5% | $84,808+1.4% |
| Participation rate | 94.9% | 61.4%+33.5pp | 69.2%+25.7pp | 68.3%+26.6pp |
| Annual return | 14.71% | 18.70%-4.0pp | 30.53%-15.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,851 | $1,522+153.1% | $2,289+68.3% | $2,631+46.4% |
| Participant deferral / active EE | $1,588 | $3,099-48.8% | $4,084-61.1% | $4,212-62.3% |
| Admin fee / account holder | $2,767 | $6,514-57.5% | $8,777-68.5% | $7,344-62.3% |