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 | $80,990 | $93,571-13.4% | $135,903-40.4% | $75,163+7.8% |
| Participation rate | 95.5% | 75.2%+20.3pp | 81.9%+13.5pp | 67.2%+28.3pp |
| Annual return | 21.44% | 30.90%-9.5pp | 68.23%-46.8pp | 160.62%-139.2pp |
| Employer contribution / active EE | $5,910 | $3,537+67.1% | $4,856+21.7% | $2,670+121.4% |
| Participant deferral / active EE | $6,211 | $6,404-3.0% | $7,758-19.9% | $4,125+50.6% |
| Admin fee / account holder | $4,254 | $6,975-39.0% | $10,762-60.5% | $5,651-24.7% |