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 | $88,089 | $72,277+21.9% | $101,248-13.0% | $79,858+10.3% |
| Participation rate | 87.0% | 68.5%+18.6pp | 75.8%+11.2pp | 69.6%+17.4pp |
| Annual return | 14.06% | 22.30%-8.2pp | 46.47%-32.4pp | 31.71%-17.7pp |
| Employer contribution / active EE | $4,780 | $2,692+77.6% | $3,660+30.6% | $2,471+93.5% |
| Participant deferral / active EE | $4,354 | $3,282+32.7% | $4,370-0.4% | $3,740+16.4% |
| Admin fee / account holder | $2,349 | $4,400-46.6% | $5,945-60.5% | $5,306-55.7% |