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 | $96,796 | $80,717+19.9% | $154,803-37.5% | $84,808+14.1% |
| Participation rate | 78.3% | 66.8%+11.4pp | 78.1%+0.2pp | 68.3%+9.9pp |
| Annual return | 15.76% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,087 | $2,761-24.4% | $4,305-51.5% | $2,631-20.7% |
| Participant deferral / active EE | $4,794 | $3,303+45.1% | $5,540-13.5% | $4,212+13.8% |
| Admin fee / account holder | $51,798 | $6,746+667.9% | $14,329+261.5% | $7,344+605.3% |