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 | $90,056 | $109,881-18.0% | $150,045-40.0% | $84,808+6.2% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 16.29% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,617 | $3,561-26.5% | $4,693-44.2% | $2,631-0.5% |
| Participant deferral / active EE | $8,255 | $6,636+24.4% | $7,997+3.2% | $4,212+96.0% |
| Admin fee / account holder | $1,578 | $8,568-81.6% | $13,435-88.3% | $7,344-78.5% |