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 | $89,820 | $80,717+11.3% | $154,803-42.0% | $84,808+5.9% |
| Participation rate | 90.5% | 66.8%+23.7pp | 78.1%+12.4pp | 68.3%+22.2pp |
| Annual return | 14.07% | 37.96%-23.9pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $4,842 | $2,761+75.3% | $4,305+12.5% | $2,631+84.0% |
| Participant deferral / active EE | $4,393 | $3,303+33.0% | $5,540-20.7% | $4,212+4.3% |
| Admin fee / account holder | $2,493 | $6,746-63.0% | $14,329-82.6% | $7,344-66.1% |