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 7-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 | $91,130 | $86,929+4.8% | $102,423-11.0% | $80,856+12.7% |
| Participation rate | 93.1% | 72.4%+20.7pp | 76.5%+16.6pp | 67.6%+25.5pp |
| Annual return | 11.48% | 18.88%-7.4pp | 29.32%-17.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $5,311 | $2,369+124.2% | $3,023+75.7% | $2,755+92.8% |
| Participant deferral / active EE | $4,983 | $4,118+21.0% | $5,053-1.4% | $4,296+16.0% |
| Admin fee / account holder | $8,573 | $8,049+6.5% | $9,451-9.3% | $6,918+23.9% |