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 | $93,357 | $74,888+24.7% | $71,209+31.1% | $142,382-34.4% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 17.19% | 345.14%-328.0pp | 282.51%-265.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,879 | $2,854+0.9% | $2,721+5.8% | $4,299-33.0% |
| Participant deferral / active EE | $3,657 | $4,454-17.9% | $4,175-12.4% | $6,507-43.8% |
| Admin fee / account holder | $1,351 | $5,568-75.7% | $5,349-74.8% | $12,624-89.3% |