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 | $91,468 | $96,484-5.2% | $156,263-41.5% | $74,304+23.1% |
| Participation rate | 82.5% | 67.7%+14.9pp | 78.9%+3.6pp | 60.3%+22.2pp |
| Annual return | 18.90% | 17.73%+1.2pp | 59.47%-40.6pp | 29.43%-10.5pp |
| Employer contribution / active EE | $4,875 | $2,528+92.8% | $4,333+12.5% | $2,241+117.5% |
| Participant deferral / active EE | $6,691 | $4,286+56.1% | $6,158+8.7% | $3,767+77.6% |
| Admin fee / account holder | $3,341 | $3,728-10.4% | $14,255-76.6% | $2,969+12.5% |