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 | $96,138 | $83,477+15.2% | $125,175-23.2% | $72,985+31.7% |
| Participation rate | 86.0% | 73.3%+12.7pp | 79.8%+6.2pp | 69.5%+16.5pp |
| Annual return | 20.88% | 25.78%-4.9pp | 43.79%-22.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $831 | $2,345-64.6% | $3,865-78.5% | $2,440-65.9% |
| Participant deferral / active EE | $5,152 | $3,585+43.7% | $4,937+4.4% | $3,607+42.8% |
| Admin fee / account holder | $3,041 | $5,517-44.9% | $9,702-68.7% | $5,124-40.7% |