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 | $95,678 | $88,707+7.9% | $74,183+29.0% | $273,961-65.1% |
| Participation rate | 92.3% | 79.4%+12.9pp | 76.6%+15.7pp | 83.0%+9.3pp |
| Annual return | 6.27% | 11.94%-5.7pp | 17.74%-11.5pp | 41.45%-35.2pp |
| Employer contribution / active EE | $2,599 | $3,159-17.7% | $2,370+9.7% | $4,869-46.6% |
| Participant deferral / active EE | $5,363 | $4,212+27.3% | $3,550+51.1% | $5,287+1.4% |
| Admin fee / account holder | $2,570 | $8,717-70.5% | $5,586-54.0% | $10,132-74.6% |