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 | $88,478 | $86,929+1.8% | $102,423-13.6% | $80,856+9.4% |
| Participation rate | 87.5% | 72.4%+15.1pp | 76.5%+11.0pp | 67.6%+19.9pp |
| Annual return | 13.96% | 18.88%-4.9pp | 29.32%-15.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,549 | $2,369+49.8% | $3,023+17.4% | $2,755+28.8% |
| Participant deferral / active EE | $5,280 | $4,118+28.2% | $5,053+4.5% | $4,296+22.9% |
| Admin fee / account holder | $5,691 | $8,049-29.3% | $9,451-39.8% | $6,918-17.7% |