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 | $91,424 | $86,929+5.2% | $102,423-10.7% | $80,856+13.1% |
| Participation rate | 93.5% | 72.4%+21.2pp | 76.5%+17.1pp | 67.6%+25.9pp |
| Annual return | 25.45% | 18.88%+6.6pp | 29.32%-3.9pp | 35.59%-10.1pp |
| Employer contribution / active EE | $1,503 | $2,369-36.6% | $3,023-50.3% | $2,755-45.4% |
| Participant deferral / active EE | $3,707 | $4,118-10.0% | $5,053-26.6% | $4,296-13.7% |
| Admin fee / account holder | $4,696 | $8,049-41.7% | $9,451-50.3% | $6,918-32.1% |