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 | $91,375 | $109,881-16.8% | $150,045-39.1% | $84,808+7.7% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 15.85% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,610 | $3,561-54.8% | $4,693-65.7% | $2,631-38.8% |
| Participant deferral / active EE | $5,948 | $6,636-10.4% | $7,997-25.6% | $4,212+41.2% |
| Admin fee / account holder | $1,204 | $8,568-86.0% | $13,435-91.0% | $7,344-83.6% |