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 | $87,503 | $81,460+7.4% | $103,333-15.3% | $80,856+8.2% |
| Participation rate | 88.1% | 66.8%+21.2pp | 74.5%+13.6pp | 67.6%+20.5pp |
| Annual return | 11.21% | 25.55%-14.3pp | 24.88%-13.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $4,167 | $3,105+34.2% | $3,868+7.7% | $2,755+51.2% |
| Participant deferral / active EE | $2,457 | $3,869-36.5% | $5,057-51.4% | $4,296-42.8% |
| Admin fee / account holder | $5,472 | $6,566-16.7% | $8,355-34.5% | $6,918-20.9% |