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 | $85,713 | $79,449+7.9% | $189,557-54.8% | $85,850-0.2% |
| Participation rate | 92.1% | 66.0%+26.1pp | 78.4%+13.7pp | 69.3%+22.8pp |
| Annual return | 13.32% | 18.45%-5.1pp | 64.17%-50.9pp | 318.53%-305.2pp |
| Employer contribution / active EE | $3,301 | $2,081+58.6% | $4,412-25.2% | $2,565+28.7% |
| Participant deferral / active EE | $5,338 | $4,051+31.8% | $6,174-13.5% | $3,952+35.1% |
| Admin fee / account holder | $8,252 | $5,377+53.5% | $9,807-15.9% | $6,260+31.8% |