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 | $80,797 | $109,881-26.5% | $150,045-46.2% | $84,808-4.7% |
| Participation rate | 90.2% | 76.1%+14.2pp | 82.3%+7.9pp | 68.3%+21.9pp |
| Annual return | 18.16% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $5,360 | $3,561+50.5% | $4,693+14.2% | $2,631+103.7% |
| Participant deferral / active EE | $11,113 | $6,636+67.5% | $7,997+39.0% | $4,212+163.9% |
| Admin fee / account holder | $2,785 | $8,568-67.5% | $13,435-79.3% | $7,344-62.1% |