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 | $88,167 | $45,863+92.2% | $77,024+14.5% | $68,494+28.7% |
| Participation rate | 97.1% | 55.9%+41.2pp | 67.9%+29.2pp | 67.9%+29.3pp |
| Annual return | 29.88% | 1.72%+28.2pp | 42.32%-12.4pp | -7.84%+37.7pp |
| Employer contribution / active EE | $2,250 | $1,650+36.4% | $2,812-20.0% | $2,596-13.3% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $734 | $3,041-75.8% | $5,425-86.5% | $5,403-86.4% |