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 | $90,397 | $66,310+36.3% | $93,606-3.4% | $65,185+38.7% |
| Participation rate | 87.6% | 74.0%+13.6pp | 75.8%+11.8pp | 70.2%+17.4pp |
| Annual return | 21.86% | 42.58%-20.7pp | 32.76%-10.9pp | 29.38%-7.5pp |
| Employer contribution / active EE | $4,301 | $2,012+113.8% | $2,718+58.3% | $2,177+97.6% |
| Participant deferral / active EE | $6,334 | $3,342+89.5% | $4,069+55.7% | $3,514+80.3% |
| Admin fee / account holder | $4,504 | $6,897-34.7% | $7,888-42.9% | $847+431.7% |