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 | $91,075 | $109,881-17.1% | $150,045-39.3% | $84,808+7.4% |
| Participation rate | 86.8% | 76.1%+10.7pp | 82.3%+4.5pp | 68.3%+18.5pp |
| Annual return | 16.24% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,519 | $3,561-29.3% | $4,693-46.3% | $2,631-4.2% |
| Participant deferral / active EE | $8,842 | $6,636+33.2% | $7,997+10.6% | $4,212+109.9% |
| Admin fee / account holder | $18,163 | $8,568+112.0% | $13,435+35.2% | $7,344+147.3% |