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 | $90,181 | $94,625-4.7% | $116,228-22.4% | $84,808+6.3% |
| Participation rate | 76.9% | 70.4%+6.5pp | 74.6%+2.4pp | 68.3%+8.6pp |
| Annual return | 12.53% | 20.40%-7.9pp | 90.06%-77.5pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,241 | $2,347-47.1% | $2,994-58.6% | $2,631-52.8% |
| Participant deferral / active EE | $3,901 | $3,972-1.8% | $4,953-21.2% | $4,212-7.4% |
| Admin fee / account holder | $17,831 | $10,091+76.7% | $11,989+48.7% | $7,344+142.8% |