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 | $82,972 | $61,605+34.7% | $112,229-26.1% | $75,163+10.4% |
| Participation rate | 91.5% | 61.7%+29.8pp | 72.4%+19.1pp | 67.2%+24.3pp |
| Annual return | 35.68% | 28.47%+7.2pp | 30.20%+5.5pp | 160.62%-124.9pp |
| Employer contribution / active EE | $2,629 | $2,015+30.4% | $3,430-23.4% | $2,670-1.5% |
| Participant deferral / active EE | $3,955 | $3,108+27.2% | $4,798-17.6% | $4,125-4.1% |
| Admin fee / account holder | $5,292 | $4,862+8.8% | $7,748-31.7% | $5,651-6.3% |