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 | $96,291 | $82,882+16.2% | $127,761-24.6% | $72,985+31.9% |
| Participation rate | 87.5% | 71.5%+16.0pp | 79.0%+8.5pp | 69.5%+18.0pp |
| Annual return | 18.59% | 32.20%-13.6pp | 26.14%-7.5pp | 81.00%-62.4pp |
| Employer contribution / active EE | $824 | $3,346-75.4% | $4,574-82.0% | $2,440-66.2% |
| Participant deferral / active EE | $3,675 | $4,791-23.3% | $6,021-39.0% | $3,607+1.9% |
| Admin fee / account holder | $6,940 | $6,487+7.0% | $9,395-26.1% | $5,124+35.4% |