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 | $90,632 | $80,673+12.3% | $101,326-10.6% | $84,808+6.9% |
| Participation rate | 80.3% | 77.8%+2.5pp | 81.5%-1.2pp | 68.3%+12.0pp |
| Annual return | 22.96% | 38.95%-16.0pp | 36.82%-13.9pp | 40.90%-17.9pp |
| Employer contribution / active EE | $4,508 | $2,698+67.1% | $3,665+23.0% | $2,631+71.4% |
| Participant deferral / active EE | $10,473 | $6,840+53.1% | $7,994+31.0% | $4,212+148.7% |
| Admin fee / account holder | $4,852 | $12,784-62.0% | $11,185-56.6% | $7,344-33.9% |