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 | $97,848 | $78,422+24.8% | $95,952+2.0% | $79,858+22.5% |
| Participation rate | 88.5% | 73.5%+15.0pp | 77.1%+11.4pp | 69.6%+18.8pp |
| Annual return | 20.64% | 19.37%+1.3pp | 91.61%-71.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,165 | $1,945-40.1% | $2,541-54.1% | $2,471-52.8% |
| Participant deferral / active EE | $5,693 | $3,440+65.5% | $4,167+36.6% | $3,740+52.2% |
| Admin fee / account holder | $3,635 | $5,622-35.3% | $6,795-46.5% | $5,306-31.5% |