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 | $97,709 | $78,422+24.6% | $95,952+1.8% | $79,858+22.4% |
| Participation rate | 85.5% | 73.5%+12.0pp | 77.1%+8.4pp | 69.6%+15.9pp |
| Annual return | 11.38% | 19.37%-8.0pp | 91.61%-80.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,525 | $1,945-21.6% | $2,541-40.0% | $2,471-38.3% |
| Participant deferral / active EE | $2,757 | $3,440-19.8% | $4,167-33.8% | $3,740-26.3% |
| Admin fee / account holder | $2,269 | $5,622-59.6% | $6,795-66.6% | $5,306-57.2% |