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 | $89,576 | $78,422+14.2% | $95,952-6.6% | $79,858+12.2% |
| Participation rate | 90.6% | 73.5%+17.1pp | 77.1%+13.6pp | 69.6%+21.0pp |
| Annual return | 15.01% | 19.37%-4.4pp | 91.61%-76.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $4,107 | $1,945+111.2% | $2,541+61.6% | $2,471+66.2% |
| Participant deferral / active EE | $11,597 | $3,440+237.1% | $4,167+178.3% | $3,740+210.1% |
| Admin fee / account holder | $1,155 | $5,622-79.5% | $6,795-83.0% | $5,306-78.2% |