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 | $98,352 | $77,314+27.2% | $177,989-44.7% | $80,856+21.6% |
| Participation rate | 84.6% | 65.7%+18.9pp | 77.1%+7.5pp | 67.6%+17.0pp |
| Annual return | 15.99% | 18.09%-2.1pp | 294.48%-278.5pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,845 | $2,292-19.5% | $3,949-53.3% | $2,755-33.0% |
| Participant deferral / active EE | $2,658 | $4,411-39.7% | $6,276-57.6% | $4,296-38.1% |
| Admin fee / account holder | $4,877 | $7,191-32.2% | $10,363-52.9% | $6,918-29.5% |