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 | $93,678 | $109,359-14.3% | $162,163-42.2% | $72,985+28.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.78% | 25.46%-4.7pp | 115.59%-94.8pp | 81.00%-60.2pp |
| Employer contribution / active EE | $3,987 | $3,907+2.0% | $5,614-29.0% | $2,440+63.4% |
| Participant deferral / active EE | $8,448 | $5,481+54.1% | $7,298+15.8% | $3,607+134.2% |
| Admin fee / account holder | $1,780 | $7,972-77.7% | $10,843-83.6% | $5,124-65.3% |