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 | $86,122 | $109,881-21.6% | $150,045-42.6% | $84,808+1.5% |
| Participation rate | 89.1% | 76.1%+13.0pp | 82.3%+6.8pp | 68.3%+20.8pp |
| Annual return | 16.58% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4,224 | $3,561+18.6% | $4,693-10.0% | $2,631+60.5% |
| Participant deferral / active EE | $8,557 | $6,636+28.9% | $7,997+7.0% | $4,212+103.2% |
| Admin fee / account holder | $18,141 | $8,568+111.7% | $13,435+35.0% | $7,344+147.0% |