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 | $94,617 | $87,013+8.7% | $106,213-10.9% | $80,856+17.0% |
| Participation rate | 82.8% | 70.4%+12.4pp | 75.3%+7.5pp | 67.6%+15.2pp |
| Annual return | 13.45% | 17.05%-3.6pp | 116.14%-102.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $4,688 | $2,395+95.7% | $3,171+47.8% | $2,755+70.2% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,805 | $8,431-66.7% | $11,033-74.6% | $6,918-59.4% |