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 | $91,120 | $101,724-10.4% | $164,813-44.7% | $80,856+12.7% |
| Participation rate | 92.7% | 71.8%+20.9pp | 78.6%+14.1pp | 67.6%+25.0pp |
| Annual return | 11.85% | 16.72%-4.9pp | 69.93%-58.1pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,108 | $2,953-28.6% | $4,341-51.4% | $2,755-23.5% |
| Participant deferral / active EE | $8,853 | $4,477+97.7% | $6,031+46.8% | $4,296+106.1% |
| Admin fee / account holder | $9,744 | $8,227+18.4% | $12,690-23.2% | $6,918+40.8% |