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 | $86,252 | $72,277+19.3% | $101,248-14.8% | $79,858+8.0% |
| Participation rate | 98.6% | 68.5%+30.2pp | 75.8%+22.8pp | 69.6%+29.0pp |
| Annual return | 11.49% | 22.30%-10.8pp | 46.47%-35.0pp | 31.71%-20.2pp |
| Employer contribution / active EE | $4,238 | $2,692+57.5% | $3,660+15.8% | $2,471+71.5% |
| Participant deferral / active EE | $5,086 | $3,282+55.0% | $4,370+16.4% | $3,740+36.0% |
| Admin fee / account holder | $4,958 | $4,400+12.7% | $5,945-16.6% | $5,306-6.6% |