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 | $95,671 | $80,673+18.6% | $101,326-5.6% | $84,808+12.8% |
| Participation rate | 93.5% | 77.8%+15.8pp | 81.5%+12.1pp | 68.3%+25.2pp |
| Annual return | 16.03% | 38.95%-22.9pp | 36.82%-20.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $4,525 | $2,698+67.7% | $3,665+23.5% | $2,631+72.0% |
| Participant deferral / active EE | $8,976 | $6,840+31.2% | $7,994+12.3% | $4,212+113.1% |
| Admin fee / account holder | $17,926 | $12,784+40.2% | $11,185+60.3% | $7,344+144.1% |