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 | $98,737 | $58,512+68.7% | $84,015+17.5% | $72,985+35.3% |
| Participation rate | 74.2% | 61.2%+13.0pp | 69.0%+5.2pp | 69.5%+4.7pp |
| Annual return | 22.17% | 28.93%-6.8pp | 71.31%-49.1pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,330 | $1,163+14.4% | $1,983-32.9% | $2,440-45.5% |
| Participant deferral / active EE | $3,660 | $2,394+52.9% | $3,239+13.0% | $3,607+1.5% |
| Admin fee / account holder | $19,994 | $4,569+337.6% | $6,101+227.7% | $5,124+290.2% |