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 | $84,852 | $63,355+33.9% | $91,989-7.8% | $72,985+16.3% |
| Participation rate | 91.2% | 72.5%+18.7pp | 78.6%+12.6pp | 69.5%+21.7pp |
| Annual return | 23.97% | 35.35%-11.4pp | 69.02%-45.0pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,332 | $2,116+10.2% | $3,452-32.4% | $2,440-4.4% |
| Participant deferral / active EE | $6,208 | $4,883+27.1% | $5,923+4.8% | $3,607+72.1% |
| Admin fee / account holder | $5,817 | $4,668+24.6% | $7,743-24.9% | $5,124+13.5% |