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 | $87,319 | $78,672+11.0% | $109,143-20.0% | $85,850+1.7% |
| Participation rate | 76.7% | 68.3%+8.4pp | 75.9%+0.8pp | 69.3%+7.4pp |
| Annual return | 13.50% | 25.09%-11.6pp | 25.75%-12.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,773 | $2,735+1.4% | $3,722-25.5% | $2,565+8.1% |
| Participant deferral / active EE | $5,586 | $3,467+61.1% | $4,653+20.0% | $3,952+41.4% |
| Admin fee / account holder | $3,234 | $5,469-40.9% | $6,752-52.1% | $6,260-48.3% |