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 | $82,826 | $109,881-24.6% | $150,045-44.8% | $84,808-2.3% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | 17.10% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $4,283 | $3,561+20.3% | $4,693-8.7% | $2,631+62.8% |
| Participant deferral / active EE | $11,380 | $6,636+71.5% | $7,997+42.3% | $4,212+170.2% |
| Admin fee / account holder | $31,741 | $8,568+270.5% | $13,435+136.3% | $7,344+332.2% |