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 | $91,251 | $88,083+3.6% | $164,813-44.6% | $74,495+22.5% |
| Participation rate | 78.3% | 73.0%+5.3pp | 78.6%-0.3pp | 67.2%+11.1pp |
| Annual return | 21.21% | 17.26%+3.9pp | 69.93%-48.7pp | 1364.94%-1343.7pp |
| Employer contribution / active EE | $3,928 | $2,593+51.5% | $4,341-9.5% | $2,623+49.8% |
| Participant deferral / active EE | $9,164 | $4,498+103.8% | $6,031+51.9% | $4,346+110.9% |
| Admin fee / account holder | $9,515 | $2,234+326.0% | $12,690-25.0% | $1,942+390.0% |