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 | $91,288 | $51,175+78.4% | $70,515+29.5% | $75,163+21.5% |
| Participation rate | 82.4% | 60.9%+21.5pp | 68.3%+14.1pp | 67.2%+15.2pp |
| Annual return | 16.27% | 30.02%-13.8pp | 32.77%-16.5pp | 160.62%-144.3pp |
| Employer contribution / active EE | $375 | $1,826-79.4% | $2,973-87.4% | $2,670-85.9% |
| Participant deferral / active EE | $3,298 | $2,849+15.8% | $4,567-27.8% | $4,125-20.0% |
| Admin fee / account holder | $7,741 | $4,091+89.2% | $6,412+20.7% | $5,651+37.0% |