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 | $78,811 | $51,175+54.0% | $70,515+11.8% | $75,163+4.9% |
| Participation rate | 95.3% | 60.9%+34.4pp | 68.3%+26.9pp | 67.2%+28.1pp |
| Annual return | 18.74% | 30.02%-11.3pp | 32.77%-14.0pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,765 | $1,826-3.4% | $2,973-40.6% | $2,670-33.9% |
| Participant deferral / active EE | $4,129 | $2,849+44.9% | $4,567-9.6% | $4,125+0.1% |
| Admin fee / account holder | $4,932 | $4,091+20.6% | $6,412-23.1% | $5,651-12.7% |