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 | $88,169 | $81,248+8.5% | $155,509-43.3% | $80,856+9.0% |
| Participation rate | 90.9% | 66.2%+24.7pp | 78.2%+12.7pp | 67.6%+23.3pp |
| Annual return | 13.63% | 33.31%-19.7pp | 64.67%-51.0pp | 35.59%-22.0pp |
| Employer contribution / active EE | $6,518 | $3,100+110.2% | $4,672+39.5% | $2,755+136.6% |
| Participant deferral / active EE | $6,996 | $3,452+102.7% | $5,626+24.4% | $4,296+62.9% |
| Admin fee / account holder | $356 | $7,997-95.5% | $15,912-97.8% | $6,918-94.8% |