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 | $92,900 | $63,355+46.6% | $91,989+1.0% | $72,985+27.3% |
| Participation rate | 97.3% | 72.5%+24.8pp | 78.6%+18.7pp | 69.5%+27.8pp |
| Annual return | 19.44% | 35.35%-15.9pp | 69.02%-49.6pp | 81.00%-61.6pp |
| Employer contribution / active EE | $4,912 | $2,116+132.2% | $3,452+42.3% | $2,440+101.3% |
| Participant deferral / active EE | $3,044 | $4,883-37.7% | $5,923-48.6% | $3,607-15.6% |
| Admin fee / account holder | $12,257 | $4,668+162.6% | $7,743+58.3% | $5,124+139.2% |