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 | $95,682 | $109,881-12.9% | $150,045-36.2% | $84,808+12.8% |
| Participation rate | 86.6% | 76.1%+10.5pp | 82.3%+4.3pp | 68.3%+18.3pp |
| Annual return | 21.09% | 28.25%-7.2pp | 62.55%-41.5pp | 40.90%-19.8pp |
| Employer contribution / active EE | $4,687 | $3,561+31.6% | $4,693-0.1% | $2,631+78.2% |
| Participant deferral / active EE | $11,069 | $6,636+66.8% | $7,997+38.4% | $4,212+162.8% |
| Admin fee / account holder | $2,763 | $8,568-67.7% | $13,435-79.4% | $7,344-62.4% |