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 | $90,879 | $109,413-16.9% | $156,263-41.8% | $84,808+7.2% |
| Participation rate | 93.2% | 72.7%+20.5pp | 78.9%+14.3pp | 68.3%+24.9pp |
| Annual return | 16.91% | 20.18%-3.3pp | 59.47%-42.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $891 | $2,907-69.3% | $4,333-79.4% | $2,631-66.1% |
| Participant deferral / active EE | $5,809 | $4,590+26.6% | $6,158-5.7% | $4,212+37.9% |
| Admin fee / account holder | $2,347 | $9,357-74.9% | $14,255-83.5% | $7,344-68.0% |