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 | $89,041 | $80,717+10.3% | $154,803-42.5% | $84,808+5.0% |
| Participation rate | 96.2% | 66.8%+29.3pp | 78.1%+18.1pp | 68.3%+27.8pp |
| Annual return | 17.76% | 37.96%-20.2pp | 58.88%-41.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $6,550 | $2,761+137.2% | $4,305+52.1% | $2,631+149.0% |
| Participant deferral / active EE | $4,556 | $3,303+37.9% | $5,540-17.8% | $4,212+8.2% |
| Admin fee / account holder | $681 | $6,746-89.9% | $14,329-95.2% | $7,344-90.7% |