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 | $82,430 | $81,460+1.2% | $103,333-20.2% | $80,856+1.9% |
| Participation rate | 92.9% | 66.8%+26.0pp | 74.5%+18.3pp | 67.6%+25.2pp |
| Annual return | 21.22% | 25.55%-4.3pp | 24.88%-3.7pp | 35.59%-14.4pp |
| Employer contribution / active EE | $3,111 | $3,105+0.2% | $3,868-19.6% | $2,755+12.9% |
| Participant deferral / active EE | $3,175 | $3,869-17.9% | $5,057-37.2% | $4,296-26.1% |
| Admin fee / account holder | $560 | $6,566-91.5% | $8,355-93.3% | $6,918-91.9% |