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 | $87,016 | $94,625-8.0% | $116,228-25.1% | $84,808+2.6% |
| Participation rate | 97.1% | 70.4%+26.7pp | 74.6%+22.6pp | 68.3%+28.8pp |
| Annual return | 13.63% | 20.40%-6.8pp | 90.06%-76.4pp | 40.90%-27.3pp |
| Employer contribution / active EE | $4,935 | $2,347+110.3% | $2,994+64.8% | $2,631+87.6% |
| Participant deferral / active EE | $6,901 | $3,972+73.7% | $4,953+39.3% | $4,212+63.9% |
| Admin fee / account holder | $7,157 | $10,091-29.1% | $11,989-40.3% | $7,344-2.5% |