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 | $84,632 | $79,013+7.1% | $100,391-15.7% | $74,495+13.6% |
| Participation rate | 97.0% | 79.5%+17.5pp | 81.5%+15.5pp | 67.2%+29.8pp |
| Annual return | 16.48% | 20.41%-3.9pp | 49.20%-32.7pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $5,027 | $3,021+66.4% | $3,942+27.5% | $2,623+91.6% |
| Participant deferral / active EE | $10,609 | $7,760+36.7% | $8,082+31.3% | $4,346+144.1% |
| Admin fee / account holder | $2,943 | $1,320+122.9% | $7,899-62.7% | $1,942+51.5% |