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 | $83,616 | $93,571-10.6% | $135,903-38.5% | $75,163+11.2% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+29.0pp |
| Annual return | 22.95% | 30.90%-8.0pp | 68.23%-45.3pp | 160.62%-137.7pp |
| Employer contribution / active EE | $1,809 | $3,537-48.9% | $4,856-62.8% | $2,670-32.3% |
| Participant deferral / active EE | $16,397 | $6,404+156.0% | $7,758+111.4% | $4,125+297.5% |
| Admin fee / account holder | $8,850 | $6,975+26.9% | $10,762-17.8% | $5,651+56.6% |