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 | $84,416 | $55,706+51.5% | $75,886+11.2% | $72,985+15.7% |
| Participation rate | 94.2% | 61.1%+33.1pp | 69.3%+24.9pp | 69.5%+24.7pp |
| Annual return | 20.95% | 27.59%-6.6pp | 30.76%-9.8pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,532 | $1,687+50.1% | $2,500+1.3% | $2,440+3.8% |
| Participant deferral / active EE | $3,538 | $2,634+34.3% | $3,603-1.8% | $3,607-1.9% |
| Admin fee / account holder | $16,487 | $3,978+314.4% | $5,418+204.3% | $5,124+221.7% |