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 | $91,843 | $78,672+16.7% | $109,143-15.9% | $85,850+7.0% |
| Participation rate | 72.0% | 68.3%+3.7pp | 75.9%-3.9pp | 69.3%+2.7pp |
| Annual return | 17.86% | 25.09%-7.2pp | 25.75%-7.9pp | 318.53%-300.7pp |
| Employer contribution / active EE | $3,420 | $2,735+25.1% | $3,722-8.1% | $2,565+33.3% |
| Participant deferral / active EE | $6,840 | $3,467+97.3% | $4,653+47.0% | $3,952+73.1% |
| Admin fee / account holder | $2,065 | $5,469-62.2% | $6,752-69.4% | $6,260-67.0% |