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 | $83,947 | $84,556-0.7% | $116,228-27.8% | $74,304+13.0% |
| Participation rate | 85.9% | 66.0%+19.9pp | 74.6%+11.4pp | 60.3%+25.6pp |
| Annual return | 18.73% | 18.35%+0.4pp | 90.06%-71.3pp | 29.43%-10.7pp |
| Employer contribution / active EE | $3,298 | $2,168+52.2% | $2,994+10.1% | $2,241+47.2% |
| Participant deferral / active EE | $5,086 | $3,814+33.3% | $4,953+2.7% | $3,767+35.0% |
| Admin fee / account holder | $1,525 | $3,792-59.8% | $11,989-87.3% | $2,969-48.6% |