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 | $95,461 | $65,365+46.0% | $92,893+2.8% | $72,985+30.8% |
| Participation rate | 98.5% | 68.3%+30.1pp | 76.0%+22.5pp | 69.5%+29.0pp |
| Annual return | 21.07% | 42.10%-21.0pp | 109.41%-88.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $615 | $2,594-76.3% | $3,653-83.2% | $2,440-74.8% |
| Participant deferral / active EE | $3,907 | $3,128+24.9% | $4,236-7.8% | $3,607+8.3% |
| Admin fee / account holder | $551 | $4,251-87.0% | $5,794-90.5% | $5,124-89.2% |