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 | $92,507 | $77,899+18.8% | $149,673-38.2% | $75,163+23.1% |
| Participation rate | 75.0% | 65.6%+9.4pp | 78.8%-3.8pp | 67.2%+7.8pp |
| Annual return | 18.22% | 31.72%-13.5pp | 134.42%-116.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,115 | $3,137-32.6% | $4,818-56.1% | $2,670-20.8% |
| Participant deferral / active EE | $9,751 | $3,411+185.9% | $5,680+71.7% | $4,125+136.4% |
| Admin fee / account holder | $756 | $5,956-87.3% | $13,210-94.3% | $5,651-86.6% |