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 | $87,831 | $55,371+58.6% | $95,585-8.1% | $74,304+18.2% |
| Participation rate | 74.5% | 53.8%+20.7pp | 72.1%+2.5pp | 60.3%+14.2pp |
| Annual return | 46.92% | 24.26%+22.7pp | 38.56%+8.4pp | 29.43%+17.5pp |
| Employer contribution / active EE | $1,855 | $1,437+29.0% | $2,527-26.6% | $2,241-17.3% |
| Participant deferral / active EE | $4,930 | $2,955+66.8% | $4,023+22.5% | $3,767+30.9% |
| Admin fee / account holder | $8,962 | $2,620+242.0% | $6,127+46.3% | $2,969+201.9% |