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 | $82,005 | $80,717+1.6% | $154,803-47.0% | $84,808-3.3% |
| Participation rate | 90.3% | 66.8%+23.5pp | 78.1%+12.3pp | 68.3%+22.0pp |
| Annual return | 19.60% | 37.96%-18.4pp | 58.88%-39.3pp | 40.90%-21.3pp |
| Employer contribution / active EE | $2,911 | $2,761+5.4% | $4,305-32.4% | $2,631+10.6% |
| Participant deferral / active EE | $5,879 | $3,303+78.0% | $5,540+6.1% | $4,212+39.6% |
| Admin fee / account holder | $5,830 | $6,746-13.6% | $14,329-59.3% | $7,344-20.6% |