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 | $91,140 | $78,422+16.2% | $95,952-5.0% | $79,858+14.1% |
| Participation rate | 96.3% | 73.5%+22.8pp | 77.1%+19.2pp | 69.6%+26.7pp |
| Annual return | 10.67% | 19.37%-8.7pp | 91.61%-80.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $3,869 | $1,945+98.9% | $2,541+52.3% | $2,471+56.6% |
| Participant deferral / active EE | $2,790 | $3,440-18.9% | $4,167-33.0% | $3,740-25.4% |
| Admin fee / account holder | $3,018 | $5,622-46.3% | $6,795-55.6% | $5,306-43.1% |