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 | $90,413 | $70,475+28.3% | $100,516-10.1% | $79,858+13.2% |
| Participation rate | 94.4% | 73.7%+20.8pp | 79.4%+15.0pp | 69.6%+24.8pp |
| Annual return | 16.74% | 21.90%-5.2pp | 30.89%-14.1pp | 31.71%-15.0pp |
| Employer contribution / active EE | $5,009 | $2,165+131.4% | $3,418+46.6% | $2,471+102.7% |
| Participant deferral / active EE | $9,624 | $5,181+85.7% | $6,270+53.5% | $3,740+157.3% |
| Admin fee / account holder | $4,144 | $4,478-7.5% | $8,081-48.7% | $5,306-21.9% |