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 | $88,665 | $56,317+57.4% | $71,209+24.5% | $74,304+19.3% |
| Participation rate | 89.3% | 55.1%+34.2pp | 73.8%+15.6pp | 60.3%+29.0pp |
| Annual return | 19.54% | 42.83%-23.3pp | 282.51%-263.0pp | 29.43%-9.9pp |
| Employer contribution / active EE | $2,258 | $2,160+4.5% | $2,721-17.0% | $2,241+0.7% |
| Participant deferral / active EE | $3,319 | $2,788+19.0% | $4,175-20.5% | $3,767-11.9% |
| Admin fee / account holder | $2,061 | $2,290-10.0% | $5,349-61.5% | $2,969-30.6% |