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 | $88,344 | $49,915+77.0% | $154,803-42.9% | $74,304+18.9% |
| Participation rate | 98.1% | 54.0%+44.1pp | 78.1%+20.0pp | 60.3%+37.7pp |
| Annual return | 18.14% | 34.06%-15.9pp | 58.88%-40.7pp | 29.43%-11.3pp |
| Employer contribution / active EE | $4,970 | $1,611+208.4% | $4,305+15.4% | $2,241+121.8% |
| Participant deferral / active EE | $4,856 | $2,255+115.4% | $5,540-12.4% | $3,767+28.9% |
| Admin fee / account holder | $9,541 | $2,189+335.9% | $14,329-33.4% | $2,969+221.4% |