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 | $94,959 | $89,753+5.8% | $107,525-11.7% | $84,808+12.0% |
| Participation rate | 84.9% | 68.1%+16.8pp | 75.1%+9.8pp | 68.3%+16.6pp |
| Annual return | 16.37% | 29.48%-13.1pp | 181.32%-164.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $945 | $3,113-69.7% | $3,754-74.8% | $2,631-64.1% |
| Participant deferral / active EE | $8,198 | $4,056+102.1% | $5,116+60.3% | $4,212+94.6% |
| Admin fee / account holder | $6,774 | $7,222-6.2% | $8,919-24.0% | $7,344-7.8% |