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 | $87,085 | $73,933+17.8% | $96,683-9.9% | $75,163+15.9% |
| Participation rate | 77.4% | 66.4%+10.9pp | 74.3%+3.0pp | 67.2%+10.2pp |
| Annual return | 16.33% | 26.70%-10.4pp | 35.69%-19.4pp | 160.62%-144.3pp |
| Employer contribution / active EE | $2,516 | $2,928-14.1% | $3,737-32.7% | $2,670-5.8% |
| Participant deferral / active EE | $6,250 | $3,659+70.8% | $4,878+28.1% | $4,125+51.5% |
| Admin fee / account holder | $7,158 | $5,216+37.2% | $6,730+6.4% | $5,651+26.7% |