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 | $92,193 | $93,571-1.5% | $135,903-32.2% | $75,163+22.7% |
| Participation rate | 91.3% | 75.2%+16.1pp | 81.9%+9.4pp | 67.2%+24.1pp |
| Annual return | 23.53% | 30.90%-7.4pp | 68.23%-44.7pp | 160.62%-137.1pp |
| Employer contribution / active EE | $3,091 | $3,537-12.6% | $4,856-36.3% | $2,670+15.8% |
| Participant deferral / active EE | $6,581 | $6,404+2.8% | $7,758-15.2% | $4,125+59.5% |
| Admin fee / account holder | $2,898 | $6,975-58.5% | $10,762-73.1% | $5,651-48.7% |