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 | $81,616 | $83,477-2.2% | $125,175-34.8% | $72,985+11.8% |
| Participation rate | 88.5% | 73.3%+15.2pp | 79.8%+8.7pp | 69.5%+19.0pp |
| Annual return | 21.74% | 25.78%-4.0pp | 43.79%-22.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $3,209 | $2,345+36.8% | $3,865-17.0% | $2,440+31.5% |
| Participant deferral / active EE | $6,921 | $3,585+93.0% | $4,937+40.2% | $3,607+91.9% |
| Admin fee / account holder | $1,798 | $5,517-67.4% | $9,702-81.5% | $5,124-64.9% |