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 | $82,060 | $79,944+2.6% | $98,439-16.6% | $75,163+9.2% |
| Participation rate | 78.9% | 70.4%+8.6pp | 75.2%+3.8pp | 67.2%+11.8pp |
| Annual return | 15.70% | 19.75%-4.0pp | 21.16%-5.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $3,422 | $2,264+51.2% | $3,048+12.3% | $2,670+28.2% |
| Participant deferral / active EE | $5,262 | $3,752+40.2% | $4,738+11.1% | $4,125+27.6% |
| Admin fee / account holder | $8,605 | $6,840+25.8% | $8,948-3.8% | $5,651+52.3% |