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 | $89,195 | $80,724+10.5% | $103,333-13.7% | $74,495+19.7% |
| Participation rate | 89.5% | 65.7%+23.8pp | 74.5%+15.0pp | 67.2%+22.3pp |
| Annual return | 11.90% | 27.56%-15.7pp | 24.88%-13.0pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $4,717 | $3,157+49.4% | $3,868+22.0% | $2,623+79.9% |
| Participant deferral / active EE | $3,694 | $3,860-4.3% | $5,057-27.0% | $4,346-15.0% |
| Admin fee / account holder | $4,154 | $2,368+75.4% | $8,355-50.3% | $1,942+113.9% |