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 9-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 | $90,446 | $80,968+11.7% | $96,544-6.3% | $75,163+20.3% |
| Participation rate | 91.9% | 71.8%+20.1pp | 76.0%+15.9pp | 67.2%+24.7pp |
| Annual return | 18.11% | 27.06%-9.0pp | 25.84%-7.7pp | 160.62%-142.5pp |
| Employer contribution / active EE | $4,501 | $2,282+97.3% | $2,965+51.8% | $2,670+68.6% |
| Participant deferral / active EE | $4,046 | $3,928+3.0% | $4,851-16.6% | $4,125-1.9% |
| Admin fee / account holder | $9,463 | $6,724+40.7% | $8,252+14.7% | $5,651+67.5% |