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 | $85,470 | $76,367+11.9% | $93,606-8.7% | $72,985+17.1% |
| Participation rate | 86.1% | 71.7%+14.4pp | 75.8%+10.3pp | 69.5%+16.6pp |
| Annual return | 26.55% | 25.82%+0.7pp | 32.76%-6.2pp | 81.00%-54.5pp |
| Employer contribution / active EE | $8,521 | $2,275+274.5% | $2,718+213.5% | $2,440+249.3% |
| Participant deferral / active EE | $13,629 | $3,538+285.2% | $4,069+235.0% | $3,607+277.8% |
| Admin fee / account holder | $4,963 | $6,838-27.4% | $7,888-37.1% | $5,124-3.1% |