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 | $86,832 | $93,571-7.2% | $135,903-36.1% | $75,163+15.5% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.1pp | 67.2%+29.8pp |
| Annual return | 21.96% | 30.90%-8.9pp | 68.23%-46.3pp | 160.62%-138.7pp |
| Employer contribution / active EE | $4,439 | $3,537+25.5% | $4,856-8.6% | $2,670+66.3% |
| Participant deferral / active EE | $9,824 | $6,404+53.4% | $7,758+26.6% | $4,125+138.1% |
| Admin fee / account holder | $7,102 | $6,975+1.8% | $10,762-34.0% | $5,651+25.7% |