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 | $93,687 | $81,248+15.3% | $155,509-39.8% | $80,856+15.9% |
| Participation rate | 78.3% | 66.2%+12.1pp | 78.2%+0.1pp | 67.6%+10.7pp |
| Annual return | 16.44% | 33.31%-16.9pp | 64.67%-48.2pp | 35.59%-19.2pp |
| Employer contribution / active EE | $4,908 | $3,100+58.3% | $4,672+5.0% | $2,755+78.2% |
| Participant deferral / active EE | $9,575 | $3,452+177.4% | $5,626+70.2% | $4,296+122.9% |
| Admin fee / account holder | $10,842 | $7,997+35.6% | $15,912-31.9% | $6,918+56.7% |