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 | $94,199 | $64,324+46.4% | $118,925-20.8% | $79,858+18.0% |
| Participation rate | 97.8% | 64.9%+33.0pp | 75.4%+22.4pp | 69.6%+28.2pp |
| Annual return | 14.89% | 86.45%-71.6pp | 35.88%-21.0pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,446 | $1,836+33.2% | $3,263-25.0% | $2,471-1.0% |
| Participant deferral / active EE | $3,711 | $2,824+31.4% | $4,265-13.0% | $3,740-0.8% |
| Admin fee / account holder | $2,422 | $4,040-40.1% | $6,581-63.2% | $5,306-54.4% |