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 | $91,068 | $70,475+29.2% | $100,516-9.4% | $79,858+14.0% |
| Participation rate | 82.6% | 73.7%+9.0pp | 79.4%+3.2pp | 69.6%+13.0pp |
| Annual return | 21.82% | 21.90%-0.1pp | 30.89%-9.1pp | 31.71%-9.9pp |
| Employer contribution / active EE | $751 | $2,165-65.3% | $3,418-78.0% | $2,471-69.6% |
| Participant deferral / active EE | $5,607 | $5,181+8.2% | $6,270-10.6% | $3,740+49.9% |
| Admin fee / account holder | $3,255 | $4,478-27.3% | $8,081-59.7% | $5,306-38.7% |