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 | $85,993 | $80,968+6.2% | $96,544-10.9% | $75,163+14.4% |
| Participation rate | 97.1% | 71.8%+25.4pp | 76.0%+21.2pp | 67.2%+30.0pp |
| Annual return | 17.87% | 27.06%-9.2pp | 25.84%-8.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,105 | $2,282-7.8% | $2,965-29.0% | $2,670-21.2% |
| Participant deferral / active EE | $3,653 | $3,928-7.0% | $4,851-24.7% | $4,125-11.4% |
| Admin fee / account holder | $1,287 | $6,724-80.9% | $8,252-84.4% | $5,651-77.2% |