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 | $69,041 | $58,577+17.9% | $83,333-17.2% | $64,186+7.6% |
| Participation rate | 93.5% | 72.0%+21.5pp | 77.8%+15.8pp | 69.6%+24.0pp |
| Annual return | 10.51% | 9.65%+0.9pp | 10.63%-0.1pp | 7.63%+2.9pp |
| Employer contribution / active EE | $7,726 | $2,098+268.2% | $3,379+128.7% | $2,381+224.5% |
| Participant deferral / active EE | $6,800 | $4,654+46.1% | $5,565+22.2% | $3,470+96.0% |
| Admin fee / account holder | $6,560 | $9,275-29.3% | $7,510-12.7% | $4,888+34.2% |