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 | $98,252 | $86,929+13.0% | $102,423-4.1% | $80,856+21.5% |
| Participation rate | 91.5% | 72.4%+19.1pp | 76.5%+15.0pp | 67.6%+23.9pp |
| Annual return | 13.57% | 18.88%-5.3pp | 29.32%-15.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,470 | $2,369+4.2% | $3,023-18.3% | $2,755-10.3% |
| Participant deferral / active EE | $5,687 | $4,118+38.1% | $5,053+12.5% | $4,296+32.4% |
| Admin fee / account holder | $10,546 | $8,049+31.0% | $9,451+11.6% | $6,918+52.4% |