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 | $95,843 | $89,753+6.8% | $107,525-10.9% | $84,808+13.0% |
| Participation rate | 74.4% | 68.1%+6.3pp | 75.1%-0.7pp | 68.3%+6.0pp |
| Annual return | 14.72% | 29.48%-14.8pp | 181.32%-166.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $988 | $3,113-68.3% | $3,754-73.7% | $2,631-62.4% |
| Participant deferral / active EE | $2,704 | $4,056-33.3% | $5,116-47.1% | $4,212-35.8% |
| Admin fee / account holder | $8,035 | $7,222+11.3% | $8,919-9.9% | $7,344+9.4% |