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 8-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 | $90,156 | $89,753+0.4% | $107,525-16.2% | $84,808+6.3% |
| Participation rate | 91.1% | 68.1%+23.1pp | 75.1%+16.0pp | 68.3%+22.8pp |
| Annual return | 17.23% | 29.48%-12.3pp | 181.32%-164.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $5,365 | $3,113+72.3% | $3,754+42.9% | $2,631+103.9% |
| Participant deferral / active EE | $9,554 | $4,056+135.5% | $5,116+86.8% | $4,212+126.8% |
| Admin fee / account holder | $1,998 | $7,222-72.3% | $8,919-77.6% | $7,344-72.8% |