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 | $78,553 | $63,861+23.0% | $104,607-24.9% | $79,858-1.6% |
| Participation rate | 92.9% | 64.9%+27.9pp | 74.1%+18.8pp | 69.6%+23.2pp |
| Annual return | 11.86% | 21.30%-9.4pp | 340.46%-328.6pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,686 | $1,588+6.2% | $2,681-37.1% | $2,471-31.8% |
| Participant deferral / active EE | $4,051 | $2,693+50.4% | $3,740+8.3% | $3,740+8.3% |
| Admin fee / account holder | $5,651 | $4,185+35.0% | $6,473-12.7% | $5,306+6.5% |