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 | $88,706 | $54,762+62.0% | $90,281-1.7% | $72,985+21.5% |
| Participation rate | 90.3% | 65.1%+25.2pp | 73.3%+17.1pp | 69.5%+20.8pp |
| Annual return | 26.53% | 30.63%-4.1pp | 78.10%-51.6pp | 81.00%-54.5pp |
| Employer contribution / active EE | $6,184 | $2,092+195.5% | $2,854+116.6% | $2,440+153.5% |
| Participant deferral / active EE | $8,302 | $2,887+187.6% | $3,885+113.7% | $3,607+130.1% |
| Admin fee / account holder | $1,156 | $3,972-70.9% | $5,351-78.4% | $5,124-77.4% |