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 | $80,023 | $85,766-6.7% | $136,294-41.3% | $70,131+14.1% |
| Participation rate | 91.5% | 74.2%+17.3pp | 81.9%+9.5pp | 69.5%+21.9pp |
| Annual return | 38.12% | 31.45%+6.7pp | 5155.94%-5117.8pp | 73.14%-35.0pp |
| Employer contribution / active EE | $3,559 | $2,966+20.0% | $4,695-24.2% | $2,342+51.9% |
| Participant deferral / active EE | $8,057 | $5,051+59.5% | $6,247+29.0% | $3,332+141.8% |
| Admin fee / account holder | $2,693 | $5,420-50.3% | $9,243-70.9% | $4,645-42.0% |