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 | $81,477 | $93,571-12.9% | $135,903-40.0% | $75,163+8.4% |
| Participation rate | 97.4% | 75.2%+22.3pp | 81.9%+15.5pp | 67.2%+30.2pp |
| Annual return | 19.97% | 30.90%-10.9pp | 68.23%-48.3pp | 160.62%-140.7pp |
| Employer contribution / active EE | $7,415 | $3,537+109.6% | $4,856+52.7% | $2,670+177.7% |
| Participant deferral / active EE | $11,317 | $6,404+76.7% | $7,758+45.9% | $4,125+174.4% |
| Admin fee / account holder | $3,940 | $6,975-43.5% | $10,762-63.4% | $5,651-30.3% |