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 | $92,356 | $40,256+129.4% | $57,343+61.1% | $59,632+54.9% |
| Participation rate | 94.7% | 69.2%+25.6pp | 75.1%+19.6pp | 68.7%+26.1pp |
| Annual return | 2.53% | 27.49%-25.0pp | 24.39%-21.9pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $908 | $1,922-52.8% | $2,689-66.2% | $2,203-58.8% |
| Participant deferral / active EE | $1,508 | $2,399-37.1% | $3,162-52.3% | $3,192-52.8% |
| Admin fee / account holder | $1,907 | $2,818-32.3% | $3,356-43.2% | $4,297-55.6% |