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 | $90,496 | $73,933+22.4% | $96,683-6.4% | $75,163+20.4% |
| Participation rate | 88.1% | 66.4%+21.6pp | 74.3%+13.7pp | 67.2%+20.9pp |
| Annual return | 17.80% | 26.70%-8.9pp | 35.69%-17.9pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,476 | $2,928-49.6% | $3,737-60.5% | $2,670-44.7% |
| Participant deferral / active EE | $7,085 | $3,659+93.7% | $4,878+45.2% | $4,125+71.8% |
| Admin fee / account holder | $7,603 | $5,216+45.8% | $6,730+13.0% | $5,651+34.5% |