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 | $92,215 | $65,041+41.8% | $90,951+1.4% | $79,858+15.5% |
| Participation rate | 92.9% | 61.6%+31.3pp | 69.0%+23.8pp | 69.6%+23.2pp |
| Annual return | 13.71% | 30.45%-16.7pp | 134.60%-120.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $893 | $1,247-28.4% | $2,122-57.9% | $2,471-63.9% |
| Participant deferral / active EE | $1,591 | $2,512-36.7% | $3,373-52.8% | $3,740-57.5% |
| Admin fee / account holder | $2,714 | $4,536-40.2% | $5,959-54.4% | $5,306-48.8% |