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 | $82,276 | $148,978-44.8% | $200,582-59.0% | $84,808-3.0% |
| Participation rate | 91.7% | 84.2%+7.4pp | 86.9%+4.8pp | 68.3%+23.4pp |
| Annual return | 60.98% | 28.16%+32.8pp | 42.33%+18.6pp | 40.90%+20.1pp |
| Employer contribution / active EE | $4,356 | $4,815-9.5% | $6,419-32.1% | $2,631+65.6% |
| Participant deferral / active EE | $9,186 | $7,142+28.6% | $9,331-1.6% | $4,212+118.1% |
| Admin fee / account holder | $984 | $13,977-93.0% | $16,305-94.0% | $7,344-86.6% |