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 | $80,523 | $78,422+2.7% | $95,952-16.1% | $79,858+0.8% |
| Participation rate | 89.0% | 73.5%+15.6pp | 77.1%+12.0pp | 69.6%+19.4pp |
| Annual return | 15.24% | 19.37%-4.1pp | 91.61%-76.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,896 | $1,945+48.9% | $2,541+14.0% | $2,471+17.2% |
| Participant deferral / active EE | $5,644 | $3,440+64.1% | $4,167+35.4% | $3,740+50.9% |
| Admin fee / account holder | $7,730 | $5,622+37.5% | $6,795+13.8% | $5,306+45.7% |