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 | $97,394 | $109,413-11.0% | $156,263-37.7% | $84,808+14.8% |
| Participation rate | 96.0% | 72.7%+23.3pp | 78.9%+17.1pp | 68.3%+27.7pp |
| Annual return | 15.97% | 20.18%-4.2pp | 59.47%-43.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,224 | $2,907-23.5% | $4,333-48.7% | $2,631-15.5% |
| Participant deferral / active EE | $6,221 | $4,590+35.6% | $6,158+1.0% | $4,212+47.7% |
| Admin fee / account holder | $1,888 | $9,357-79.8% | $14,255-86.8% | $7,344-74.3% |