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 | $87,526 | $72,277+21.1% | $101,248-13.6% | $79,858+9.6% |
| Participation rate | 92.8% | 68.5%+24.3pp | 75.8%+16.9pp | 69.6%+23.1pp |
| Annual return | 13.64% | 22.30%-8.7pp | 46.47%-32.8pp | 31.71%-18.1pp |
| Employer contribution / active EE | $4,602 | $2,692+71.0% | $3,660+25.7% | $2,471+86.2% |
| Participant deferral / active EE | $4,667 | $3,282+42.2% | $4,370+6.8% | $3,740+24.8% |
| Admin fee / account holder | $3,793 | $4,400-13.8% | $5,945-36.2% | $5,306-28.5% |