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 | $91,892 | $109,881-16.4% | $150,045-38.8% | $84,808+8.4% |
| Participation rate | 92.0% | 76.1%+15.9pp | 82.3%+9.7pp | 68.3%+23.7pp |
| Annual return | 59.43% | 28.25%+31.2pp | 62.55%-3.1pp | 40.90%+18.5pp |
| Employer contribution / active EE | $3,396 | $3,561-4.6% | $4,693-27.6% | $2,631+29.1% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,265 | $8,568-85.2% | $13,435-90.6% | $7,344-82.8% |