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 | $81,504 | $72,492+12.4% | $87,100-6.4% | $72,985+11.7% |
| Participation rate | 98.2% | 72.8%+25.4pp | 76.9%+21.3pp | 69.5%+28.7pp |
| Annual return | 22.83% | 24.46%-1.6pp | 28.19%-5.4pp | 81.00%-58.2pp |
| Employer contribution / active EE | $4,036 | $1,894+113.1% | $2,521+60.1% | $2,440+65.4% |
| Participant deferral / active EE | $2,989 | $3,270-8.6% | $4,049-26.2% | $3,607-17.1% |
| Admin fee / account holder | $2,214 | $5,055-56.2% | $7,497-70.5% | $5,124-56.8% |