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 | $85,228 | $80,717+5.6% | $154,803-44.9% | $84,808+0.5% |
| Participation rate | 82.9% | 66.8%+16.0pp | 78.1%+4.8pp | 68.3%+14.5pp |
| Annual return | 20.86% | 37.96%-17.1pp | 58.88%-38.0pp | 40.90%-20.0pp |
| Employer contribution / active EE | $4,430 | $2,761+60.4% | $4,305+2.9% | $2,631+68.4% |
| Participant deferral / active EE | $9,222 | $3,303+179.2% | $5,540+66.5% | $4,212+119.0% |
| Admin fee / account holder | $22,872 | $6,746+239.1% | $14,329+59.6% | $7,344+211.4% |