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 | $85,644 | $109,881-22.1% | $150,045-42.9% | $84,808+1.0% |
| Participation rate | 83.3% | 76.1%+7.2pp | 82.3%+1.0pp | 68.3%+15.0pp |
| Annual return | 23.65% | 28.25%-4.6pp | 62.55%-38.9pp | 40.90%-17.2pp |
| Employer contribution / active EE | $4,351 | $3,561+22.2% | $4,693-7.3% | $2,631+65.4% |
| Participant deferral / active EE | $9,257 | $6,636+39.5% | $7,997+15.8% | $4,212+119.8% |
| Admin fee / account holder | $12,166 | $8,568+42.0% | $13,435-9.4% | $7,344+65.7% |