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 | $93,530 | $52,279+78.9% | $89,391+4.6% | $79,858+17.1% |
| Participation rate | 89.7% | 57.5%+32.1pp | 68.0%+21.7pp | 69.6%+20.0pp |
| Annual return | 11.88% | 22.16%-10.3pp | 245.62%-233.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,787 | $1,572+13.7% | $2,586-30.9% | $2,471-27.7% |
| Participant deferral / active EE | $3,662 | $2,740+33.6% | $3,890-5.9% | $3,740-2.1% |
| Admin fee / account holder | $3,114 | $3,356-7.2% | $4,881-36.2% | $5,306-41.3% |