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 | $94,392 | $81,208+16.2% | $98,907-4.6% | $79,858+18.2% |
| Participation rate | 88.2% | 72.5%+15.7pp | 76.0%+12.2pp | 69.6%+18.6pp |
| Annual return | 18.84% | 60.99%-42.2pp | 196.43%-177.6pp | 31.71%-12.9pp |
| Employer contribution / active EE | $882 | $1,960-55.0% | $2,689-67.2% | $2,471-64.3% |
| Participant deferral / active EE | $4,093 | $3,265+25.4% | $4,244-3.6% | $3,740+9.4% |
| Admin fee / account holder | $7,434 | $6,013+23.6% | $6,642+11.9% | $5,306+40.1% |