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 | $87,469 | $80,717+8.4% | $154,803-43.5% | $84,808+3.1% |
| Participation rate | 98.4% | 66.8%+31.5pp | 78.1%+20.3pp | 68.3%+30.0pp |
| Annual return | 18.10% | 37.96%-19.9pp | 58.88%-40.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,665 | $2,761+32.7% | $4,305-14.9% | $2,631+39.3% |
| Participant deferral / active EE | $7,960 | $3,303+141.0% | $5,540+43.7% | $4,212+89.0% |
| Admin fee / account holder | $6,621 | $6,746-1.8% | $14,329-53.8% | $7,344-9.8% |