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 | $97,494 | $94,625+3.0% | $116,228-16.1% | $84,808+15.0% |
| Participation rate | 84.2% | 70.4%+13.8pp | 74.6%+9.7pp | 68.3%+15.9pp |
| Annual return | 12.60% | 20.40%-7.8pp | 90.06%-77.5pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,201 | $2,347-48.8% | $2,994-59.9% | $2,631-54.4% |
| Participant deferral / active EE | $5,106 | $3,972+28.5% | $4,953+3.1% | $4,212+21.2% |
| Admin fee / account holder | $3,927 | $10,091-61.1% | $11,989-67.2% | $7,344-46.5% |