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 | $94,002 | $73,933+27.1% | $96,683-2.8% | $75,163+25.1% |
| Participation rate | 98.3% | 66.4%+31.9pp | 74.3%+24.0pp | 67.2%+31.1pp |
| Annual return | 20.78% | 26.70%-5.9pp | 35.69%-14.9pp | 160.62%-139.8pp |
| Employer contribution / active EE | $4,092 | $2,928+39.8% | $3,737+9.5% | $2,670+53.3% |
| Participant deferral / active EE | $6,664 | $3,659+82.1% | $4,878+36.6% | $4,125+61.6% |
| Admin fee / account holder | $4,880 | $5,216-6.4% | $6,730-27.5% | $5,651-13.6% |