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 | $99,395 | $81,460+22.0% | $103,333-3.8% | $80,856+22.9% |
| Participation rate | 76.0% | 66.8%+9.2pp | 74.5%+1.5pp | 67.6%+8.4pp |
| Annual return | 30.37% | 25.55%+4.8pp | 24.88%+5.5pp | 35.59%-5.2pp |
| Employer contribution / active EE | $1,901 | $3,105-38.8% | $3,868-50.9% | $2,755-31.0% |
| Participant deferral / active EE | $5,623 | $3,869+45.3% | $5,057+11.2% | $4,296+30.9% |
| Admin fee / account holder | $8,903 | $6,566+35.6% | $8,355+6.6% | $6,918+28.7% |