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 | $86,289 | $77,503+11.3% | $100,391-14.0% | $80,856+6.7% |
| Participation rate | 93.5% | 76.9%+16.6pp | 81.5%+12.1pp | 67.6%+25.9pp |
| Annual return | 12.85% | 37.20%-24.3pp | 49.20%-36.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,105 | $2,801-60.6% | $3,942-72.0% | $2,755-59.9% |
| Participant deferral / active EE | $5,893 | $6,820-13.6% | $8,082-27.1% | $4,296+37.2% |
| Admin fee / account holder | $6,016 | $5,897+2.0% | $7,899-23.8% | $6,918-13.0% |