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 | $88,922 | $60,892+46.0% | $82,389+7.9% | $84,808+4.9% |
| Participation rate | 75.5% | 63.3%+12.2pp | 69.5%+5.9pp | 68.3%+7.2pp |
| Annual return | 13.85% | 37.29%-23.4pp | 28.67%-14.8pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,925 | $1,779+8.2% | $2,517-23.5% | $2,631-26.8% |
| Participant deferral / active EE | $4,239 | $3,179+33.3% | $4,155+2.0% | $4,212+0.6% |
| Admin fee / account holder | $13,590 | $5,467+148.6% | $7,231+87.9% | $7,344+85.0% |