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 | $94,980 | $39,019+143.4% | $80,716+17.7% | $85,850+10.6% |
| Participation rate | 70.9% | 41.5%+29.4pp | 54.2%+16.7pp | 69.3%+1.6pp |
| Annual return | 11.40% | 26.27%-14.9pp | 87.28%-75.9pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,546 | $722+114.1% | $1,160+33.2% | $2,565-39.7% |
| Participant deferral / active EE | $3,024 | $1,326+128.1% | $2,146+40.9% | $3,952-23.5% |
| Admin fee / account holder | $17,845 | $2,431+634.1% | $3,380+428.0% | $6,260+185.1% |