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 | $82,583 | $79,944+3.3% | $98,439-16.1% | $75,163+9.9% |
| Participation rate | 75.6% | 70.4%+5.2pp | 75.2%+0.5pp | 67.2%+8.4pp |
| Annual return | 13.10% | 19.75%-6.6pp | 21.16%-8.1pp | 160.62%-147.5pp |
| Employer contribution / active EE | $2,723 | $2,264+20.3% | $3,048-10.7% | $2,670+2.0% |
| Participant deferral / active EE | $3,906 | $3,752+4.1% | $4,738-17.5% | $4,125-5.3% |
| Admin fee / account holder | $5,926 | $6,840-13.4% | $8,948-33.8% | $5,651+4.9% |