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 | $86,975 | $72,012+20.8% | $185,823-53.2% | $79,858+8.9% |
| Participation rate | 92.9% | 65.8%+27.1pp | 78.0%+14.8pp | 69.6%+23.2pp |
| Annual return | 58.39% | 23.12%+35.3pp | 35.95%+22.4pp | 31.71%+26.7pp |
| Employer contribution / active EE | $2,896 | $1,965+47.4% | $4,087-29.2% | $2,471+17.2% |
| Participant deferral / active EE | $3,512 | $3,779-7.0% | $5,632-37.6% | $3,740-6.1% |
| Admin fee / account holder | $400 | $4,513-91.1% | $9,500-95.8% | $5,306-92.5% |