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 | $93,167 | $56,317+65.4% | $71,209+30.8% | $74,304+25.4% |
| Participation rate | 74.2% | 55.1%+19.1pp | 73.8%+0.5pp | 60.3%+13.9pp |
| Annual return | 21.29% | 42.83%-21.5pp | 282.51%-261.2pp | 29.43%-8.1pp |
| Employer contribution / active EE | $5,570 | $2,160+157.9% | $2,721+104.7% | $2,241+148.5% |
| Participant deferral / active EE | $11,458 | $2,788+311.0% | $4,175+174.4% | $3,767+204.2% |
| Admin fee / account holder | $11,479 | $2,290+401.4% | $5,349+114.6% | $2,969+286.7% |