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 | $93,264 | $80,717+15.5% | $154,803-39.8% | $84,808+10.0% |
| Participation rate | 74.1% | 66.8%+7.3pp | 78.1%-4.0pp | 68.3%+5.8pp |
| Annual return | 19.11% | 37.96%-18.8pp | 58.88%-39.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $6,552 | $2,761+137.3% | $4,305+52.2% | $2,631+149.0% |
| Participant deferral / active EE | $3,810 | $3,303+15.3% | $5,540-31.2% | $4,212-9.5% |
| Admin fee / account holder | $1,906 | $6,746-71.7% | $14,329-86.7% | $7,344-74.0% |