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 | $90,598 | $72,277+25.3% | $101,248-10.5% | $79,858+13.4% |
| Participation rate | 98.0% | 68.5%+29.5pp | 75.8%+22.2pp | 69.6%+28.3pp |
| Annual return | 14.14% | 22.30%-8.2pp | 46.47%-32.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,660 | $2,692-1.2% | $3,660-27.3% | $2,471+7.7% |
| Participant deferral / active EE | $5,926 | $3,282+80.6% | $4,370+35.6% | $3,740+58.4% |
| Admin fee / account holder | $13,996 | $4,400+218.1% | $5,945+135.4% | $5,306+163.8% |