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 | $86,995 | $85,022+2.3% | $70,515+23.4% | $139,434-37.6% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.3%+17.4pp | 80.3%+5.4pp |
| Annual return | 14.86% | 30.38%-15.5pp | 32.77%-17.9pp | 372.94%-358.1pp |
| Employer contribution / active EE | $9,259 | $3,909+136.9% | $2,973+211.4% | $4,751+94.9% |
| Participant deferral / active EE | $3,524 | $5,890-40.2% | $4,567-22.8% | $6,710-47.5% |
| Admin fee / account holder | $16,854 | $8,906+89.2% | $6,412+162.8% | $11,403+47.8% |