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 | $82,725 | $125,758-34.2% | $169,993-51.3% | $75,163+10.1% |
| Participation rate | 85.9% | 83.6%+2.3pp | 87.0%-1.1pp | 67.2%+18.7pp |
| Annual return | 13.96% | 27.20%-13.2pp | 53.37%-39.4pp | 160.62%-146.7pp |
| Employer contribution / active EE | $4,605 | $4,615-0.2% | $6,785-32.1% | $2,670+72.5% |
| Participant deferral / active EE | $5,338 | $6,837-21.9% | $10,408-48.7% | $4,125+29.4% |
| Admin fee / account holder | $3,371 | $8,173-58.8% | $12,815-73.7% | $5,651-40.3% |