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 | $87,456 | $72,277+21.0% | $101,248-13.6% | $79,858+9.5% |
| Participation rate | 94.6% | 68.5%+26.2pp | 75.8%+18.8pp | 69.6%+25.0pp |
| Annual return | 20.99% | 22.30%-1.3pp | 46.47%-25.5pp | 31.71%-10.7pp |
| Employer contribution / active EE | $4,470 | $2,692+66.1% | $3,660+22.1% | $2,471+80.9% |
| Participant deferral / active EE | $3,305 | $3,282+0.7% | $4,370-24.4% | $3,740-11.6% |
| Admin fee / account holder | $3,356 | $4,400-23.7% | $5,945-43.6% | $5,306-36.8% |