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 9-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 | $94,701 | $63,355+49.5% | $91,989+2.9% | $72,985+29.8% |
| Participation rate | 90.6% | 72.5%+18.1pp | 78.6%+12.0pp | 69.5%+21.1pp |
| Annual return | 22.26% | 35.35%-13.1pp | 69.02%-46.8pp | 81.00%-58.7pp |
| Employer contribution / active EE | $3,248 | $2,116+53.5% | $3,452-5.9% | $2,440+33.1% |
| Participant deferral / active EE | $6,678 | $4,883+36.8% | $5,923+12.7% | $3,607+85.1% |
| Admin fee / account holder | $480 | $4,668-89.7% | $7,743-93.8% | $5,124-90.6% |