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 | $88,926 | $109,881-19.1% | $150,045-40.7% | $84,808+4.9% |
| Participation rate | 85.4% | 76.1%+9.3pp | 82.3%+3.1pp | 68.3%+17.1pp |
| Annual return | 16.06% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,552 | $3,561-0.3% | $4,693-24.3% | $2,631+35.0% |
| Participant deferral / active EE | $8,654 | $6,636+30.4% | $7,997+8.2% | $4,212+105.5% |
| Admin fee / account holder | $403 | $8,568-95.3% | $13,435-97.0% | $7,344-94.5% |