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 | $88,591 | $80,673+9.8% | $101,326-12.6% | $84,808+4.5% |
| Participation rate | 89.4% | 77.8%+11.6pp | 81.5%+7.9pp | 68.3%+21.1pp |
| Annual return | 31.87% | 38.95%-7.1pp | 36.82%-5.0pp | 40.90%-9.0pp |
| Employer contribution / active EE | $3,606 | $2,698+33.7% | $3,665-1.6% | $2,631+37.1% |
| Participant deferral / active EE | $7,923 | $6,840+15.8% | $7,994-0.9% | $4,212+88.1% |
| Admin fee / account holder | $5,171 | $12,784-59.6% | $11,185-53.8% | $7,344-29.6% |