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 | $82,833 | $78,422+5.6% | $95,952-13.7% | $79,858+3.7% |
| Participation rate | 98.1% | 73.5%+24.7pp | 77.1%+21.1pp | 69.6%+28.5pp |
| Annual return | 14.84% | 19.37%-4.5pp | 91.61%-76.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $3,262 | $1,945+67.7% | $2,541+28.4% | $2,471+32.0% |
| Participant deferral / active EE | $5,842 | $3,440+69.8% | $4,167+40.2% | $3,740+56.2% |
| Admin fee / account holder | $6,899 | $5,622+22.7% | $6,795+1.5% | $5,306+30.0% |