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 | $84,636 | $45,035+87.9% | $62,995+34.4% | $70,131+20.7% |
| Participation rate | 93.9% | 69.5%+24.4pp | 74.8%+19.1pp | 69.5%+24.3pp |
| Annual return | 13.90% | 18.76%-4.9pp | 87.57%-73.7pp | 73.14%-59.2pp |
| Employer contribution / active EE | $5,504 | $2,051+168.3% | $2,759+99.5% | $2,342+135.0% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,777 | $2,834-37.3% | $3,600-50.6% | $4,645-61.7% |