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 | $90,505 | $80,717+12.1% | $154,803-41.5% | $84,808+6.7% |
| Participation rate | 92.6% | 66.8%+25.8pp | 78.1%+14.5pp | 68.3%+24.3pp |
| Annual return | 17.06% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $9,222 | $2,761+234.0% | $4,305+114.2% | $2,631+250.5% |
| Participant deferral / active EE | $6,486 | $3,303+96.3% | $5,540+17.1% | $4,212+54.0% |
| Admin fee / account holder | $1,679 | $6,746-75.1% | $14,329-88.3% | $7,344-77.1% |