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 | $82,876 | $60,892+36.1% | $82,389+0.6% | $84,808-2.3% |
| Participation rate | 84.5% | 63.3%+21.2pp | 69.5%+14.9pp | 68.3%+16.2pp |
| Annual return | 22.53% | 37.29%-14.8pp | 28.67%-6.1pp | 40.90%-18.4pp |
| Employer contribution / active EE | $2,662 | $1,779+49.6% | $2,517+5.7% | $2,631+1.2% |
| Participant deferral / active EE | $5,129 | $3,179+61.4% | $4,155+23.5% | $4,212+21.8% |
| Admin fee / account holder | $7,013 | $5,467+28.3% | $7,231-3.0% | $7,344-4.5% |