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 8-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 | $92,803 | $94,625-1.9% | $116,228-20.2% | $84,808+9.4% |
| Participation rate | 98.3% | 70.4%+27.9pp | 74.6%+23.8pp | 68.3%+30.0pp |
| Annual return | 21.95% | 20.40%+1.5pp | 90.06%-68.1pp | 40.90%-18.9pp |
| Employer contribution / active EE | $7,714 | $2,347+228.7% | $2,994+157.6% | $2,631+193.2% |
| Participant deferral / active EE | $14,337 | $3,972+261.0% | $4,953+189.5% | $4,212+240.4% |
| Admin fee / account holder | $12,419 | $10,091+23.1% | $11,989+3.6% | $7,344+69.1% |