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 | $85,762 | $81,248+5.6% | $155,509-44.9% | $80,856+6.1% |
| Participation rate | 76.7% | 66.2%+10.5pp | 78.2%-1.4pp | 67.6%+9.1pp |
| Annual return | 13.53% | 33.31%-19.8pp | 64.67%-51.1pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,557 | $3,100+14.7% | $4,672-23.9% | $2,755+29.1% |
| Participant deferral / active EE | $5,933 | $3,452+71.9% | $5,626+5.4% | $4,296+38.1% |
| Admin fee / account holder | $11,553 | $7,997+44.5% | $15,912-27.4% | $6,918+67.0% |