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 | $91,927 | $65,365+40.6% | $92,893-1.0% | $72,985+26.0% |
| Participation rate | 82.1% | 68.3%+13.8pp | 76.0%+6.1pp | 69.5%+12.7pp |
| Annual return | 24.27% | 42.10%-17.8pp | 109.41%-85.1pp | 81.00%-56.7pp |
| Employer contribution / active EE | $2,053 | $2,594-20.8% | $3,653-43.8% | $2,440-15.8% |
| Participant deferral / active EE | $6,605 | $3,128+111.1% | $4,236+55.9% | $3,607+83.1% |
| Admin fee / account holder | $3,117 | $4,251-26.7% | $5,794-46.2% | $5,124-39.2% |