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 | $83,033 | $93,571-11.3% | $135,903-38.9% | $75,163+10.5% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 67.2%+25.7pp |
| Annual return | 20.34% | 30.90%-10.6pp | 68.23%-47.9pp | 160.62%-140.3pp |
| Employer contribution / active EE | $2,690 | $3,537-24.0% | $4,856-44.6% | $2,670+0.7% |
| Participant deferral / active EE | $10,172 | $6,404+58.8% | $7,758+31.1% | $4,125+146.6% |
| Admin fee / account holder | $5,446 | $6,975-21.9% | $10,762-49.4% | $5,651-3.6% |