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 9-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 | $94,130 | $109,881-14.3% | $150,045-37.3% | $84,808+11.0% |
| Participation rate | 95.9% | 76.1%+19.8pp | 82.3%+13.6pp | 68.3%+27.6pp |
| Annual return | 25.43% | 28.25%-2.8pp | 62.55%-37.1pp | 40.90%-15.5pp |
| Employer contribution / active EE | $4,247 | $3,561+19.3% | $4,693-9.5% | $2,631+61.4% |
| Participant deferral / active EE | $11,211 | $6,636+68.9% | $7,997+40.2% | $4,212+166.2% |
| Admin fee / account holder | $8,197 | $8,568-4.3% | $13,435-39.0% | $7,344+11.6% |