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 4-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 | $90,802 | $101,724-10.7% | $164,813-44.9% | $80,856+12.3% |
| Participation rate | 94.0% | 71.8%+22.2pp | 78.6%+15.4pp | 67.6%+26.4pp |
| Annual return | 21.52% | 16.72%+4.8pp | 69.93%-48.4pp | 35.59%-14.1pp |
| Employer contribution / active EE | $8,547 | $2,953+189.4% | $4,341+96.9% | $2,755+210.2% |
| Participant deferral / active EE | $8,812 | $4,477+96.8% | $6,031+46.1% | $4,296+105.1% |
| Admin fee / account holder | $2,276 | $8,227-72.3% | $12,690-82.1% | $6,918-67.1% |