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 | $91,142 | $80,717+12.9% | $154,803-41.1% | $84,808+7.5% |
| Participation rate | 86.8% | 66.8%+20.0pp | 78.1%+8.8pp | 68.3%+18.5pp |
| Annual return | 33.12% | 37.96%-4.8pp | 58.88%-25.8pp | 40.90%-7.8pp |
| Employer contribution / active EE | $3,816 | $2,761+38.2% | $4,305-11.4% | $2,631+45.0% |
| Participant deferral / active EE | $9,673 | $3,303+192.8% | $5,540+74.6% | $4,212+129.7% |
| Admin fee / account holder | $13,102 | $6,746+94.2% | $14,329-8.6% | $7,344+78.4% |