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 | $91,056 | $56,897+60.0% | $84,750+7.4% | $62,891+44.8% |
| Participation rate | 94.4% | 68.5%+25.9pp | 76.6%+17.9pp | 69.3%+25.1pp |
| Annual return | 10.46% | 6.30%+4.2pp | 22.78%-12.3pp | 20.14%-9.7pp |
| Employer contribution / active EE | $2,728 | $2,400+13.7% | $3,574-23.7% | $2,281+19.6% |
| Participant deferral / active EE | $7,948 | $2,709+193.4% | $3,712+114.1% | $3,203+148.2% |
| Admin fee / account holder | $1,184 | $3,581-66.9% | $5,332-77.8% | $4,296-72.4% |