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 | $93,290 | $80,717+15.6% | $154,803-39.7% | $84,808+10.0% |
| Participation rate | 93.1% | 66.8%+26.3pp | 78.1%+15.0pp | 68.3%+24.8pp |
| Annual return | 14.45% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $5,908 | $2,761+113.9% | $4,305+37.2% | $2,631+124.5% |
| Participant deferral / active EE | $4,073 | $3,303+23.3% | $5,540-26.5% | $4,212-3.3% |
| Admin fee / account holder | $12,763 | $6,746+89.2% | $14,329-10.9% | $7,344+73.8% |