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 | $88,695 | $87,013+1.9% | $106,213-16.5% | $80,856+9.7% |
| Participation rate | 96.8% | 70.4%+26.3pp | 75.3%+21.5pp | 67.6%+29.1pp |
| Annual return | 16.45% | 17.05%-0.6pp | 116.14%-99.7pp | 35.59%-19.1pp |
| Employer contribution / active EE | $5,413 | $2,395+126.0% | $3,171+70.7% | $2,755+96.5% |
| Participant deferral / active EE | $6,188 | $3,986+55.2% | $5,016+23.4% | $4,296+44.0% |
| Admin fee / account holder | $3,040 | $8,431-63.9% | $11,033-72.4% | $6,918-56.1% |