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 8-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 | $90,544 | $95,803-5.5% | $113,168-20.0% | $84,808+6.8% |
| Participation rate | 92.1% | 72.9%+19.2pp | 76.6%+15.5pp | 68.3%+23.8pp |
| Annual return | 28.17% | 25.00%+3.2pp | 24.27%+3.9pp | 40.90%-12.7pp |
| Employer contribution / active EE | $4,724 | $2,360+100.2% | $2,975+58.8% | $2,631+79.6% |
| Participant deferral / active EE | $7,799 | $4,242+83.9% | $5,107+52.7% | $4,212+85.2% |
| Admin fee / account holder | $5,126 | $8,989-43.0% | $12,068-57.5% | $7,344-30.2% |