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 | $90,866 | $89,753+1.2% | $107,525-15.5% | $84,808+7.1% |
| Participation rate | 89.7% | 68.1%+21.7pp | 75.1%+14.7pp | 68.3%+21.4pp |
| Annual return | 13.70% | 29.48%-15.8pp | 181.32%-167.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $7,962 | $3,113+155.7% | $3,754+112.1% | $2,631+202.6% |
| Participant deferral / active EE | $1,923 | $4,056-52.6% | $5,116-62.4% | $4,212-54.3% |
| Admin fee / account holder | $20,201 | $7,222+179.7% | $8,919+126.5% | $7,344+175.1% |