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 | $92,477 | $81,460+13.5% | $103,333-10.5% | $80,856+14.4% |
| Participation rate | 90.6% | 66.8%+23.7pp | 74.5%+16.1pp | 67.6%+22.9pp |
| Annual return | 11.92% | 25.55%-13.6pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,043 | $3,105-66.4% | $3,868-73.0% | $2,755-62.1% |
| Participant deferral / active EE | $6,846 | $3,869+77.0% | $5,057+35.4% | $4,296+59.4% |
| Admin fee / account holder | $1,415 | $6,566-78.4% | $8,355-83.1% | $6,918-79.5% |