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 9-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 | $82,577 | $71,050+16.2% | $93,606-11.8% | $80,856+2.1% |
| Participation rate | 84.0% | 60.4%+23.6pp | 68.7%+15.3pp | 67.6%+16.4pp |
| Annual return | 12.66% | 11.26%+1.4pp | 133.20%-120.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,221 | $1,564+42.1% | $2,420-8.2% | $2,755-19.4% |
| Participant deferral / active EE | $4,306 | $4,034+6.8% | $4,411-2.4% | $4,296+0.2% |
| Admin fee / account holder | $11,918 | $6,945+71.6% | $8,285+43.9% | $6,918+72.3% |