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 | $84,378 | $54,762+54.1% | $90,281-6.5% | $72,985+15.6% |
| Participation rate | 78.4% | 65.1%+13.2pp | 73.3%+5.1pp | 69.5%+8.9pp |
| Annual return | 26.16% | 30.63%-4.5pp | 78.10%-51.9pp | 81.00%-54.8pp |
| Employer contribution / active EE | $2,120 | $2,092+1.3% | $2,854-25.7% | $2,440-13.1% |
| Participant deferral / active EE | $4,763 | $2,887+65.0% | $3,885+22.6% | $3,607+32.0% |
| Admin fee / account holder | $5,737 | $3,972+44.4% | $5,351+7.2% | $5,124+12.0% |