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 | $86,565 | $48,795+77.4% | $65,493+32.2% | $84,808+2.1% |
| Participation rate | 85.4% | 67.0%+18.4pp | 73.1%+12.3pp | 68.3%+17.1pp |
| Annual return | 17.02% | 20.20%-3.2pp | 982.45%-965.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,162 | $1,930+12.1% | $2,574-16.0% | $2,631-17.8% |
| Participant deferral / active EE | $2,752 | $2,928-6.0% | $3,961-30.5% | $4,212-34.6% |
| Admin fee / account holder | $10,336 | $3,877+166.6% | $5,028+105.6% | $7,344+40.8% |