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 | $81,708 | $78,926+3.5% | $136,749-40.2% | $84,808-3.7% |
| Participation rate | 93.1% | 62.2%+30.9pp | 72.1%+21.0pp | 68.3%+24.8pp |
| Annual return | 15.82% | 18.17%-2.3pp | 24.33%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,432 | $2,134+14.0% | $3,400-28.5% | $2,631-7.6% |
| Participant deferral / active EE | $5,360 | $3,168+69.2% | $4,692+14.2% | $4,212+27.3% |
| Admin fee / account holder | $868 | $6,369-86.4% | $11,386-92.4% | $7,344-88.2% |