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 | $93,400 | $65,365+42.9% | $92,893+0.5% | $72,985+28.0% |
| Participation rate | 97.0% | 68.3%+28.7pp | 76.0%+21.0pp | 69.5%+27.5pp |
| Annual return | 25.89% | 42.10%-16.2pp | 109.41%-83.5pp | 81.00%-55.1pp |
| Employer contribution / active EE | $1,367 | $2,594-47.3% | $3,653-62.6% | $2,440-44.0% |
| Participant deferral / active EE | $3,164 | $3,128+1.1% | $4,236-25.3% | $3,607-12.3% |
| Admin fee / account holder | $315 | $4,251-92.6% | $5,794-94.6% | $5,124-93.8% |