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 | $86,417 | $79,944+8.1% | $98,439-12.2% | $75,163+15.0% |
| Participation rate | 94.8% | 70.4%+24.4pp | 75.2%+19.6pp | 67.2%+27.6pp |
| Annual return | 20.45% | 19.75%+0.7pp | 21.16%-0.7pp | 160.62%-140.2pp |
| Employer contribution / active EE | $3,136 | $2,264+38.5% | $3,048+2.9% | $2,670+17.5% |
| Participant deferral / active EE | $5,789 | $3,752+54.3% | $4,738+22.2% | $4,125+40.3% |
| Admin fee / account holder | $2,751 | $6,840-59.8% | $8,948-69.2% | $5,651-51.3% |