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 | $84,715 | $74,927+13.1% | $101,794-16.8% | $84,808-0.1% |
| Participation rate | 88.2% | 61.4%+26.8pp | 69.2%+19.1pp | 68.3%+19.9pp |
| Annual return | 30.70% | 18.70%+12.0pp | 30.53%+0.2pp | 40.90%-10.2pp |
| Employer contribution / active EE | $2,232 | $1,522+46.6% | $2,289-2.5% | $2,631-15.2% |
| Participant deferral / active EE | $6,184 | $3,099+99.5% | $4,084+51.4% | $4,212+46.8% |
| Admin fee / account holder | $6,928 | $6,514+6.4% | $8,777-21.1% | $7,344-5.7% |