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 | $86,849 | $70,669+22.9% | $169,368-48.7% | $75,163+15.5% |
| Participation rate | 75.0% | 64.8%+10.2pp | 77.1%-2.1pp | 67.2%+7.8pp |
| Annual return | 16.47% | 36.36%-19.9pp | 405.60%-389.1pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,493 | $2,211+12.8% | $4,013-37.9% | $2,670-6.6% |
| Participant deferral / active EE | $5,309 | $4,311+23.2% | $6,221-14.7% | $4,125+28.7% |
| Admin fee / account holder | $17,428 | $5,402+222.6% | $9,003+93.6% | $5,651+208.4% |