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 | $93,147 | $93,071+0.1% | $74,583+24.9% | $273,961-66.0% |
| Participation rate | 87.5% | 74.9%+12.6pp | 68.1%+19.4pp | 83.0%+4.5pp |
| Annual return | 9.32% | 26.18%-16.9pp | 20.47%-11.2pp | 41.45%-32.1pp |
| Employer contribution / active EE | $3,795 | $3,160+20.1% | $2,525+50.3% | $4,869-22.1% |
| Participant deferral / active EE | $1,634 | $4,160-60.7% | $3,458-52.7% | $5,287-69.1% |
| Admin fee / account holder | $766 | $5,272-85.5% | $4,138-81.5% | $10,132-92.4% |