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 | $93,539 | $69,977+33.7% | $108,579-13.9% | $62,891+48.7% |
| Participation rate | 86.3% | 72.9%+13.4pp | 79.6%+6.7pp | 69.3%+17.0pp |
| Annual return | 8.27% | 10.73%-2.5pp | -51.70%+60.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $3,341 | $2,135+56.5% | $3,758-11.1% | $2,281+46.5% |
| Participant deferral / active EE | $8,640 | $3,165+173.0% | $4,311+100.4% | $3,203+169.8% |
| Admin fee / account holder | $2,576 | $5,076-49.3% | $7,645-66.3% | $4,296-40.0% |