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 | $96,620 | $81,248+18.9% | $155,509-37.9% | $80,856+19.5% |
| Participation rate | 76.5% | 66.2%+10.2pp | 78.2%-1.7pp | 67.6%+8.8pp |
| Annual return | 11.57% | 33.31%-21.7pp | 64.67%-53.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,905 | $3,100-38.5% | $4,672-59.2% | $2,755-30.8% |
| Participant deferral / active EE | $3,815 | $3,452+10.5% | $5,626-32.2% | $4,296-11.2% |
| Admin fee / account holder | $5,844 | $7,997-26.9% | $15,912-63.3% | $6,918-15.5% |