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 | $97,264 | $81,248+19.7% | $155,509-37.5% | $80,856+20.3% |
| Participation rate | 94.6% | 66.2%+28.4pp | 78.2%+16.5pp | 67.6%+27.0pp |
| Annual return | 10.63% | 33.31%-22.7pp | 64.67%-54.0pp | 35.59%-25.0pp |
| Employer contribution / active EE | $3,456 | $3,100+11.5% | $4,672-26.0% | $2,755+25.5% |
| Participant deferral / active EE | $6,157 | $3,452+78.4% | $5,626+9.4% | $4,296+43.3% |
| Admin fee / account holder | $7,661 | $7,997-4.2% | $15,912-51.9% | $6,918+10.7% |