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 | $90,390 | $59,101+52.9% | $77,163+17.1% | $75,163+20.3% |
| Participation rate | 96.0% | 63.9%+32.1pp | 69.6%+26.4pp | 67.2%+28.8pp |
| Annual return | 22.18% | 26.71%-4.5pp | 37.87%-15.7pp | 160.62%-138.4pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,591 | $2,999+153.1% | $3,833+98.0% | $4,125+84.0% |
| Admin fee / account holder | $4,232 | $4,774-11.3% | $5,472-22.7% | $5,651-25.1% |