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 | $87,496 | $72,277+21.1% | $101,248-13.6% | $79,858+9.6% |
| Participation rate | 87.7% | 68.5%+19.2pp | 75.8%+11.9pp | 69.6%+18.1pp |
| Annual return | 11.45% | 22.30%-10.8pp | 46.47%-35.0pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,401 | $2,692-48.0% | $3,660-61.7% | $2,471-43.3% |
| Participant deferral / active EE | $3,871 | $3,282+17.9% | $4,370-11.4% | $3,740+3.5% |
| Admin fee / account holder | $3,315 | $4,400-24.7% | $5,945-44.2% | $5,306-37.5% |