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 | $91,451 | $89,753+1.9% | $107,525-14.9% | $84,808+7.8% |
| Participation rate | 98.2% | 68.1%+30.2pp | 75.1%+23.2pp | 68.3%+29.9pp |
| Annual return | 15.80% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $4,746 | $3,113+52.4% | $3,754+26.5% | $2,631+80.4% |
| Participant deferral / active EE | $6,721 | $4,056+65.7% | $5,116+31.4% | $4,212+59.6% |
| Admin fee / account holder | $2,239 | $7,222-69.0% | $8,919-74.9% | $7,344-69.5% |