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 | $91,983 | $79,944+15.1% | $98,439-6.6% | $75,163+22.4% |
| Participation rate | 92.9% | 70.4%+22.5pp | 75.2%+17.7pp | 67.2%+25.7pp |
| Annual return | 14.04% | 19.75%-5.7pp | 21.16%-7.1pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,815 | $2,264-19.8% | $3,048-40.4% | $2,670-32.0% |
| Participant deferral / active EE | $3,671 | $3,752-2.2% | $4,738-22.5% | $4,125-11.0% |
| Admin fee / account holder | $9,289 | $6,840+35.8% | $8,948+3.8% | $5,651+64.4% |