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 | $92,839 | $74,927+23.9% | $101,794-8.8% | $84,808+9.5% |
| Participation rate | 88.0% | 61.4%+26.6pp | 69.2%+18.8pp | 68.3%+19.7pp |
| Annual return | 19.55% | 18.70%+0.9pp | 30.53%-11.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $7,000 | $1,522+360.0% | $2,289+205.8% | $2,631+166.1% |
| Participant deferral / active EE | $4,019 | $3,099+29.7% | $4,084-1.6% | $4,212-4.6% |
| Admin fee / account holder | $317 | $6,514-95.1% | $8,777-96.4% | $7,344-95.7% |