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 | $85,030 | $74,927+13.5% | $101,794-16.5% | $84,808+0.3% |
| Participation rate | 75.0% | 61.4%+13.6pp | 69.2%+5.8pp | 68.3%+6.7pp |
| Annual return | 13.50% | 18.70%-5.2pp | 30.53%-17.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,117 | $1,522-26.6% | $2,289-51.2% | $2,631-57.5% |
| Participant deferral / active EE | $2,873 | $3,099-7.3% | $4,084-29.6% | $4,212-31.8% |
| Admin fee / account holder | $7,671 | $6,514+17.8% | $8,777-12.6% | $7,344+4.5% |