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 | $92,355 | $89,753+2.9% | $107,525-14.1% | $84,808+8.9% |
| Participation rate | 89.2% | 68.1%+21.1pp | 75.1%+14.1pp | 68.3%+20.9pp |
| Annual return | 16.14% | 29.48%-13.3pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $908 | $3,113-70.8% | $3,754-75.8% | $2,631-65.5% |
| Participant deferral / active EE | $3,949 | $4,056-2.6% | $5,116-22.8% | $4,212-6.2% |
| Admin fee / account holder | $541 | $7,222-92.5% | $8,919-93.9% | $7,344-92.6% |