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 | $80,351 | $52,379+53.4% | $46,225+73.8% | $273,961-70.7% |
| Participation rate | 93.3% | 84.0%+9.4pp | 79.5%+13.8pp | 83.0%+10.3pp |
| Annual return | 35.41% | 7.23%+28.2pp | 7.57%+27.8pp | 41.45%-6.0pp |
| Employer contribution / active EE | $4,798 | $4,226+13.5% | $3,424+40.1% | $4,869-1.5% |
| Participant deferral / active EE | $7,681 | $4,660+64.8% | $3,776+103.4% | $5,287+45.3% |
| Admin fee / account holder | $7,914 | $4,652+70.1% | $3,519+124.9% | $10,132-21.9% |