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 | $95,435 | $50,958+87.3% | $74,550+28.0% | $64,186+48.7% |
| Participation rate | 73.1% | 61.1%+12.0pp | 69.1%+3.9pp | 69.6%+3.5pp |
| Annual return | 8.24% | -1.86%+10.1pp | 32.53%-24.3pp | 7.63%+0.6pp |
| Employer contribution / active EE | $1,085 | $1,115-2.7% | $1,961-44.7% | $2,381-54.4% |
| Participant deferral / active EE | $2,960 | $2,301+28.6% | $3,108-4.8% | $3,470-14.7% |
| Admin fee / account holder | $51,185 | $4,223+1112.1% | $5,060+911.6% | $4,888+947.1% |