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 | $86,588 | $63,764+35.8% | $81,930+5.7% | $79,858+8.4% |
| Participation rate | 86.4% | 67.5%+18.9pp | 72.0%+14.4pp | 69.6%+16.8pp |
| Annual return | 15.22% | 22.66%-7.4pp | 29.49%-14.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,687 | $1,795-6.0% | $4,310-60.8% | $2,471-31.7% |
| Participant deferral / active EE | $3,564 | $2,780+28.2% | $7,107-49.8% | $3,740-4.7% |
| Admin fee / account holder | $25,186 | $4,426+469.0% | $5,158+388.3% | $5,306+374.7% |