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 | $91,818 | $48,795+88.2% | $65,493+40.2% | $84,808+8.3% |
| Participation rate | 72.3% | 67.0%+5.4pp | 73.1%-0.8pp | 68.3%+4.0pp |
| Annual return | 20.62% | 20.20%+0.4pp | 982.45%-961.8pp | 40.90%-20.3pp |
| Employer contribution / active EE | $4,017 | $1,930+108.2% | $2,574+56.1% | $2,631+52.7% |
| Participant deferral / active EE | $8,644 | $2,928+195.2% | $3,961+118.2% | $4,212+105.2% |
| Admin fee / account holder | $7,711 | $3,877+98.9% | $5,028+53.3% | $7,344+5.0% |