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 | $88,065 | $73,933+19.1% | $96,683-8.9% | $75,163+17.2% |
| Participation rate | 96.3% | 66.4%+29.9pp | 74.3%+22.0pp | 67.2%+29.1pp |
| Annual return | 16.11% | 26.70%-10.6pp | 35.69%-19.6pp | 160.62%-144.5pp |
| Employer contribution / active EE | $4,404 | $2,928+50.4% | $3,737+17.9% | $2,670+65.0% |
| Participant deferral / active EE | $7,498 | $3,659+104.9% | $4,878+53.7% | $4,125+81.8% |
| Admin fee / account holder | $8,458 | $5,216+62.1% | $6,730+25.7% | $5,651+49.7% |