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 | $84,233 | $73,933+13.9% | $96,683-12.9% | $75,163+12.1% |
| Participation rate | 97.5% | 66.4%+31.1pp | 74.3%+23.2pp | 67.2%+30.3pp |
| Annual return | 25.93% | 26.70%-0.8pp | 35.69%-9.8pp | 160.62%-134.7pp |
| Employer contribution / active EE | $3,544 | $2,928+21.0% | $3,737-5.2% | $2,670+32.7% |
| Participant deferral / active EE | $6,508 | $3,659+77.9% | $4,878+33.4% | $4,125+57.8% |
| Admin fee / account holder | $4,406 | $5,216-15.5% | $6,730-34.5% | $5,651-22.0% |