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 | $91,370 | $80,673+13.3% | $101,326-9.8% | $84,808+7.7% |
| Participation rate | 88.4% | 77.8%+10.6pp | 81.5%+6.9pp | 68.3%+20.1pp |
| Annual return | 21.17% | 38.95%-17.8pp | 36.82%-15.7pp | 40.90%-19.7pp |
| Employer contribution / active EE | $4,401 | $2,698+63.1% | $3,665+20.1% | $2,631+67.3% |
| Participant deferral / active EE | $10,342 | $6,840+51.2% | $7,994+29.4% | $4,212+145.6% |
| Admin fee / account holder | $4,585 | $12,784-64.1% | $11,185-59.0% | $7,344-37.6% |