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 | $92,934 | $72,492+28.2% | $87,100+6.7% | $72,985+27.3% |
| Participation rate | 94.0% | 72.8%+21.2pp | 76.9%+17.1pp | 69.5%+24.5pp |
| Annual return | 21.77% | 24.46%-2.7pp | 28.19%-6.4pp | 81.00%-59.2pp |
| Employer contribution / active EE | $818 | $1,894-56.8% | $2,521-67.6% | $2,440-66.5% |
| Participant deferral / active EE | $5,948 | $3,270+81.9% | $4,049+46.9% | $3,607+64.9% |
| Admin fee / account holder | $463 | $5,055-90.8% | $7,497-93.8% | $5,124-91.0% |