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 | $85,267 | $83,477+2.1% | $125,175-31.9% | $72,985+16.8% |
| Participation rate | 94.9% | 73.3%+21.6pp | 79.8%+15.1pp | 69.5%+25.4pp |
| Annual return | 21.07% | 25.78%-4.7pp | 43.79%-22.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $2,821 | $2,345+20.3% | $3,865-27.0% | $2,440+15.6% |
| Participant deferral / active EE | $4,500 | $3,585+25.5% | $4,937-8.8% | $3,607+24.8% |
| Admin fee / account holder | $2,109 | $5,517-61.8% | $9,702-78.3% | $5,124-58.8% |