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 | $84,992 | $86,929-2.2% | $102,423-17.0% | $80,856+5.1% |
| Participation rate | 97.2% | 72.4%+24.8pp | 76.5%+20.7pp | 67.6%+29.6pp |
| Annual return | 12.37% | 18.88%-6.5pp | 29.32%-16.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $5,053 | $2,369+113.2% | $3,023+67.1% | $2,755+83.4% |
| Participant deferral / active EE | $7,223 | $4,118+75.4% | $5,053+42.9% | $4,296+68.1% |
| Admin fee / account holder | $6,647 | $8,049-17.4% | $9,451-29.7% | $6,918-3.9% |