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 | $84,618 | $109,881-23.0% | $150,045-43.6% | $84,808-0.2% |
| Participation rate | 78.3% | 76.1%+2.2pp | 82.3%-4.0pp | 68.3%+10.0pp |
| Annual return | 19.73% | 28.25%-8.5pp | 62.55%-42.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $6,114 | $3,561+71.7% | $4,693+30.3% | $2,631+132.4% |
| Participant deferral / active EE | $10,845 | $6,636+63.4% | $7,997+35.6% | $4,212+157.5% |
| Admin fee / account holder | $5,055 | $8,568-41.0% | $13,435-62.4% | $7,344-31.2% |