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 | $86,392 | $64,348+34.3% | $90,160-4.2% | $70,131+23.2% |
| Participation rate | 91.7% | 70.4%+21.2pp | 76.9%+14.8pp | 69.5%+22.1pp |
| Annual return | 14.45% | 28.13%-13.7pp | 34.88%-20.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,519 | $2,046-25.8% | $3,318-54.2% | $2,342-35.2% |
| Participant deferral / active EE | $4,582 | $4,389+4.4% | $5,288-13.3% | $3,332+37.5% |
| Admin fee / account holder | $8,147 | $3,944+106.6% | $5,943+37.1% | $4,645+75.4% |