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 | $88,015 | $80,968+8.7% | $96,544-8.8% | $75,163+17.1% |
| Participation rate | 85.4% | 71.8%+13.6pp | 76.0%+9.4pp | 67.2%+18.2pp |
| Annual return | 18.79% | 27.06%-8.3pp | 25.84%-7.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,167 | $2,282-5.0% | $2,965-26.9% | $2,670-18.8% |
| Participant deferral / active EE | $6,673 | $3,928+69.9% | $4,851+37.6% | $4,125+61.8% |
| Admin fee / account holder | $13,050 | $6,724+94.1% | $8,252+58.1% | $5,651+130.9% |