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 | $92,136 | $65,041+41.7% | $90,951+1.3% | $79,858+15.4% |
| Participation rate | 72.1% | 61.6%+10.5pp | 69.0%+3.0pp | 69.6%+2.4pp |
| Annual return | 14.46% | 30.45%-16.0pp | 134.60%-120.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,863 | $1,247+49.4% | $2,122-12.2% | $2,471-24.6% |
| Participant deferral / active EE | $3,701 | $2,512+47.3% | $3,373+9.7% | $3,740-1.1% |
| Admin fee / account holder | $7,903 | $4,536+74.2% | $5,959+32.6% | $5,306+48.9% |