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 | $85,679 | $80,968+5.8% | $96,544-11.3% | $75,163+14.0% |
| Participation rate | 82.5% | 71.8%+10.7pp | 76.0%+6.5pp | 67.2%+15.3pp |
| Annual return | 14.95% | 27.06%-12.1pp | 25.84%-10.9pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,629 | $2,282+15.2% | $2,965-11.3% | $2,670-1.5% |
| Participant deferral / active EE | $4,346 | $3,928+10.6% | $4,851-10.4% | $4,125+5.4% |
| Admin fee / account holder | $4,988 | $6,724-25.8% | $8,252-39.6% | $5,651-11.7% |