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 | $79,331 | $72,492+9.4% | $87,100-8.9% | $72,985+8.7% |
| Participation rate | 89.2% | 72.8%+16.4pp | 76.9%+12.3pp | 69.5%+19.7pp |
| Annual return | 22.20% | 24.46%-2.3pp | 28.19%-6.0pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,017 | $1,894-46.3% | $2,521-59.7% | $2,440-58.3% |
| Participant deferral / active EE | $5,170 | $3,270+58.1% | $4,049+27.7% | $3,607+43.3% |
| Admin fee / account holder | $6,693 | $5,055+32.4% | $7,497-10.7% | $5,124+30.6% |