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 | $93,876 | $65,365+43.6% | $92,893+1.1% | $72,985+28.6% |
| Participation rate | 83.3% | 68.3%+15.0pp | 76.0%+7.3pp | 69.5%+13.8pp |
| Annual return | 25.31% | 42.10%-16.8pp | 109.41%-84.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $3,438 | $2,594+32.5% | $3,653-5.9% | $2,440+40.9% |
| Participant deferral / active EE | $6,637 | $3,128+112.1% | $4,236+56.7% | $3,607+84.0% |
| Admin fee / account holder | $386 | $4,251-90.9% | $5,794-93.3% | $5,124-92.5% |