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 | $92,616 | $78,422+18.1% | $95,952-3.5% | $79,858+16.0% |
| Participation rate | 96.2% | 73.5%+22.7pp | 77.1%+19.1pp | 69.6%+26.5pp |
| Annual return | 16.66% | 19.37%-2.7pp | 91.61%-74.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,257 | $1,945-35.4% | $2,541-50.5% | $2,471-49.1% |
| Participant deferral / active EE | $8,592 | $3,440+149.8% | $4,167+106.2% | $3,740+129.7% |
| Admin fee / account holder | $13,404 | $5,622+138.4% | $6,795+97.2% | $5,306+152.6% |