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 | $86,148 | $78,926+9.2% | $136,749-37.0% | $84,808+1.6% |
| Participation rate | 95.0% | 62.2%+32.8pp | 72.1%+22.9pp | 68.3%+26.7pp |
| Annual return | 14.33% | 18.17%-3.8pp | 24.33%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $4,236 | $2,134+98.5% | $3,400+24.6% | $2,631+61.0% |
| Participant deferral / active EE | $5,337 | $3,168+68.4% | $4,692+13.7% | $4,212+26.7% |
| Admin fee / account holder | $11,742 | $6,369+84.4% | $11,386+3.1% | $7,344+59.9% |