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 | $93,697 | $67,411+39.0% | $91,001+3.0% | $70,131+33.6% |
| Participation rate | 98.7% | 71.4%+27.3pp | 75.6%+23.1pp | 69.5%+29.1pp |
| Annual return | 20.34% | -40.16%+60.5pp | 4.60%+15.7pp | 73.14%-52.8pp |
| Employer contribution / active EE | $5,602 | $1,786+213.7% | $2,456+128.1% | $2,342+139.2% |
| Participant deferral / active EE | $4,799 | $2,823+70.0% | $3,547+35.3% | $3,332+44.0% |
| Admin fee / account holder | $3,605 | $4,236-14.9% | $5,417-33.5% | $4,645-22.4% |