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 | $87,649 | $76,367+14.8% | $93,606-6.4% | $72,985+20.1% |
| Participation rate | 94.3% | 71.7%+22.6pp | 75.8%+18.5pp | 69.5%+24.9pp |
| Annual return | 25.33% | 25.82%-0.5pp | 32.76%-7.4pp | 81.00%-55.7pp |
| Employer contribution / active EE | $3,519 | $2,275+54.6% | $2,718+29.5% | $2,440+44.2% |
| Participant deferral / active EE | $4,313 | $3,538+21.9% | $4,069+6.0% | $3,607+19.6% |
| Admin fee / account holder | $2,313 | $6,838-66.2% | $7,888-70.7% | $5,124-54.9% |