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 | $96,238 | $76,367+26.0% | $93,606+2.8% | $72,985+31.9% |
| Participation rate | 95.6% | 71.7%+23.8pp | 75.8%+19.7pp | 69.5%+26.1pp |
| Annual return | 27.20% | 25.82%+1.4pp | 32.76%-5.6pp | 81.00%-53.8pp |
| Employer contribution / active EE | $5,690 | $2,275+150.1% | $2,718+109.4% | $2,440+133.2% |
| Participant deferral / active EE | $11,611 | $3,538+228.2% | $4,069+185.4% | $3,607+221.9% |
| Admin fee / account holder | $8,813 | $6,838+28.9% | $7,888+11.7% | $5,124+72.0% |