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 | $91,314 | $95,416-4.3% | $185,823-50.9% | $85,850+6.4% |
| Participation rate | 87.9% | 68.8%+19.1pp | 81.7%+6.2pp | 69.3%+18.6pp |
| Annual return | 11.54% | 23.59%-12.0pp | 122.05%-110.5pp | 318.53%-307.0pp |
| Employer contribution / active EE | $4,252 | $3,314+28.3% | $5,167-17.7% | $2,565+65.8% |
| Participant deferral / active EE | $5,239 | $3,423+53.0% | $5,568-5.9% | $3,952+32.6% |
| Admin fee / account holder | $3,017 | $7,213-58.2% | $16,237-81.4% | $6,260-51.8% |