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 | $82,038 | $109,881-25.3% | $150,045-45.3% | $84,808-3.3% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 17.22% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $5,075 | $3,561+42.5% | $4,693+8.1% | $2,631+92.9% |
| Participant deferral / active EE | $10,581 | $6,636+59.5% | $7,997+32.3% | $4,212+151.2% |
| Admin fee / account holder | $14,549 | $8,568+69.8% | $13,435+8.3% | $7,344+98.1% |