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 8-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 | $82,116 | $53,516+53.4% | $126,539-35.1% | $84,808-3.2% |
| Participation rate | 72.2% | 58.2%+14.0pp | 69.8%+2.4pp | 68.3%+3.9pp |
| Annual return | 15.52% | 58.34%-42.8pp | 425.95%-410.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $4,841 | $1,535+215.4% | $3,674+31.8% | $2,631+84.0% |
| Participant deferral / active EE | $3,110 | $2,671+16.4% | $4,083-23.8% | $4,212-26.2% |
| Admin fee / account holder | $7,937 | $4,497+76.5% | $6,065+30.9% | $7,344+8.1% |