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 | $85,294 | $93,571-8.8% | $135,903-37.2% | $75,163+13.5% |
| Participation rate | 73.4% | 75.2%-1.8pp | 81.9%-8.5pp | 67.2%+6.2pp |
| Annual return | 24.90% | 30.90%-6.0pp | 68.23%-43.3pp | 160.62%-135.7pp |
| Employer contribution / active EE | $3,853 | $3,537+8.9% | $4,856-20.7% | $2,670+44.3% |
| Participant deferral / active EE | $7,607 | $6,404+18.8% | $7,758-1.9% | $4,125+84.4% |
| Admin fee / account holder | $6,518 | $6,975-6.6% | $10,762-39.4% | $5,651+15.3% |