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 | $87,012 | $109,359-20.4% | $162,163-46.3% | $72,985+19.2% |
| Participation rate | 92.0% | 84.3%+7.7pp | 87.6%+4.4pp | 69.5%+22.5pp |
| Annual return | 22.23% | 25.46%-3.2pp | 115.59%-93.4pp | 81.00%-58.8pp |
| Employer contribution / active EE | $3,289 | $3,907-15.8% | $5,614-41.4% | $2,440+34.8% |
| Participant deferral / active EE | $5,844 | $5,481+6.6% | $7,298-19.9% | $3,607+62.0% |
| Admin fee / account holder | $488 | $7,972-93.9% | $10,843-95.5% | $5,124-90.5% |