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 | $84,898 | $58,208+45.9% | $81,812+3.8% | $80,856+5.0% |
| Participation rate | 82.8% | 63.4%+19.3pp | 72.3%+10.4pp | 67.6%+15.1pp |
| Annual return | 12.27% | 41.66%-29.4pp | 773.79%-761.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,180 | $2,340-6.9% | $2,912-25.2% | $2,755-20.9% |
| Participant deferral / active EE | $3,091 | $3,281-5.8% | $4,319-28.4% | $4,296-28.0% |
| Admin fee / account holder | $4,605 | $4,981-7.5% | $7,386-37.6% | $6,918-33.4% |