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 | $81,817 | $54,541+50.0% | $78,778+3.9% | $70,131+16.7% |
| Participation rate | 92.0% | 60.8%+31.2pp | 69.2%+22.8pp | 69.5%+22.5pp |
| Annual return | 14.20% | 21.07%-6.9pp | 35.62%-21.4pp | 73.14%-58.9pp |
| Employer contribution / active EE | $500 | $1,089-54.1% | $1,986-74.8% | $2,342-78.7% |
| Participant deferral / active EE | $2,299 | $2,210+4.0% | $2,958-22.3% | $3,332-31.0% |
| Admin fee / account holder | $9,704 | $3,709+161.7% | $5,134+89.0% | $4,645+108.9% |