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 | $85,802 | $78,926+8.7% | $136,749-37.3% | $84,808+1.2% |
| Participation rate | 78.4% | 62.2%+16.2pp | 72.1%+6.2pp | 68.3%+10.0pp |
| Annual return | 17.09% | 18.17%-1.1pp | 24.33%-7.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,847 | $2,134+33.4% | $3,400-16.2% | $2,631+8.2% |
| Participant deferral / active EE | $4,420 | $3,168+39.5% | $4,692-5.8% | $4,212+4.9% |
| Admin fee / account holder | $4,839 | $6,369-24.0% | $11,386-57.5% | $7,344-34.1% |