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 | $81,279 | $72,492+12.1% | $87,100-6.7% | $72,985+11.4% |
| Participation rate | 94.4% | 72.8%+21.6pp | 76.9%+17.6pp | 69.5%+25.0pp |
| Annual return | 18.89% | 24.46%-5.6pp | 28.19%-9.3pp | 81.00%-62.1pp |
| Employer contribution / active EE | $3,715 | $1,894+96.2% | $2,521+47.4% | $2,440+52.3% |
| Participant deferral / active EE | $4,370 | $3,270+33.6% | $4,049+7.9% | $3,607+21.1% |
| Admin fee / account holder | $5,195 | $5,055+2.8% | $7,497-30.7% | $5,124+1.4% |