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 | $87,815 | $109,881-20.1% | $150,045-41.5% | $84,808+3.5% |
| Participation rate | 94.3% | 76.1%+18.2pp | 82.3%+12.0pp | 68.3%+26.0pp |
| Annual return | 14.31% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $7,869 | $3,561+121.0% | $4,693+67.7% | $2,631+199.1% |
| Participant deferral / active EE | $6,529 | $6,636-1.6% | $7,997-18.4% | $4,212+55.0% |
| Admin fee / account holder | $999 | $8,568-88.3% | $13,435-92.6% | $7,344-86.4% |