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 | $86,951 | $90,503-3.9% | $78,689+10.5% | $273,961-68.3% |
| Participation rate | 92.9% | 76.5%+16.3pp | 73.6%+19.3pp | 83.0%+9.8pp |
| Annual return | 4.68% | 75.60%-70.9pp | 62.18%-57.5pp | 41.45%-36.8pp |
| Employer contribution / active EE | $7,583 | $3,176+138.8% | $2,851+166.0% | $4,869+55.7% |
| Participant deferral / active EE | $10,872 | $3,901+178.7% | $3,517+209.1% | $5,287+105.6% |
| Admin fee / account holder | $2,335 | $5,263-55.6% | $4,510-48.2% | $10,132-77.0% |