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 9-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 | $80,950 | $72,012+12.4% | $185,823-56.4% | $79,858+1.4% |
| Participation rate | 98.4% | 65.8%+32.6pp | 78.0%+20.4pp | 69.6%+28.8pp |
| Annual return | 19.00% | 23.12%-4.1pp | 35.95%-17.0pp | 31.71%-12.7pp |
| Employer contribution / active EE | $2,201 | $1,965+12.0% | $4,087-46.1% | $2,471-10.9% |
| Participant deferral / active EE | $3,900 | $3,779+3.2% | $5,632-30.8% | $3,740+4.3% |
| Admin fee / account holder | $5,909 | $4,513+31.0% | $9,500-37.8% | $5,306+11.4% |