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 | $96,035 | $109,881-12.6% | $150,045-36.0% | $84,808+13.2% |
| Participation rate | 89.2% | 76.1%+13.1pp | 82.3%+6.9pp | 68.3%+20.9pp |
| Annual return | 14.84% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $6,828 | $3,561+91.7% | $4,693+45.5% | $2,631+159.5% |
| Participant deferral / active EE | $13,405 | $6,636+102.0% | $7,997+67.6% | $4,212+218.3% |
| Admin fee / account holder | $19,043 | $8,568+122.3% | $13,435+41.7% | $7,344+159.3% |