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 | $97,144 | $92,985+4.5% | $153,485-36.7% | $80,856+20.1% |
| Participation rate | 96.3% | 69.0%+27.3pp | 77.1%+19.2pp | 67.6%+28.6pp |
| Annual return | 11.04% | 19.95%-8.9pp | 15.65%-4.6pp | 35.59%-24.6pp |
| Employer contribution / active EE | $5,065 | $3,507+44.4% | $5,039+0.5% | $2,755+83.9% |
| Participant deferral / active EE | $5,456 | $5,178+5.4% | $6,757-19.3% | $4,296+27.0% |
| Admin fee / account holder | $7,105 | $8,880-20.0% | $12,724-44.2% | $6,918+2.7% |