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 | $81,825 | $76,367+7.1% | $93,606-12.6% | $72,985+12.1% |
| Participation rate | 92.3% | 71.7%+20.6pp | 75.8%+16.5pp | 69.5%+22.8pp |
| Annual return | 18.43% | 25.82%-7.4pp | 32.76%-14.3pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,557 | $2,275-31.5% | $2,718-42.7% | $2,440-36.2% |
| Participant deferral / active EE | $4,199 | $3,538+18.7% | $4,069+3.2% | $3,607+16.4% |
| Admin fee / account holder | $11,400 | $6,838+66.7% | $7,888+44.5% | $5,124+122.5% |