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 | $86,541 | $65,365+32.4% | $92,893-6.8% | $72,985+18.6% |
| Participation rate | 73.7% | 68.3%+5.4pp | 76.0%-2.3pp | 69.5%+4.2pp |
| Annual return | 24.20% | 42.10%-17.9pp | 109.41%-85.2pp | 81.00%-56.8pp |
| Employer contribution / active EE | $700 | $2,594-73.0% | $3,653-80.8% | $2,440-71.3% |
| Participant deferral / active EE | $3,459 | $3,128+10.6% | $4,236-18.3% | $3,607-4.1% |
| Admin fee / account holder | $8,911 | $4,251+109.6% | $5,794+53.8% | $5,124+73.9% |