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 | $84,922 | $94,625-10.3% | $116,228-26.9% | $84,808+0.1% |
| Participation rate | 89.1% | 70.4%+18.7pp | 74.6%+14.6pp | 68.3%+20.8pp |
| Annual return | 13.93% | 20.40%-6.5pp | 90.06%-76.1pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,078 | $2,347+31.2% | $2,994+2.8% | $2,631+17.0% |
| Participant deferral / active EE | $7,093 | $3,972+78.6% | $4,953+43.2% | $4,212+68.4% |
| Admin fee / account holder | $20,677 | $10,091+104.9% | $11,989+72.5% | $7,344+181.6% |