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 | $92,835 | $62,127+49.4% | $81,382+14.1% | $74,495+24.6% |
| Participation rate | 82.2% | 64.0%+18.2pp | 69.5%+12.8pp | 67.2%+15.0pp |
| Annual return | 15.93% | 16.48%-0.5pp | 24.73%-8.8pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $1,639 | $1,882-12.9% | $2,463-33.5% | $2,623-37.5% |
| Participant deferral / active EE | $6,861 | $3,229+112.5% | $3,883+76.7% | $4,346+57.9% |
| Admin fee / account holder | $3,039 | $1,934+57.1% | $5,768-47.3% | $1,942+56.5% |