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 | $93,932 | $58,512+60.5% | $84,015+11.8% | $72,985+28.7% |
| Participation rate | 78.0% | 61.2%+16.8pp | 69.0%+9.0pp | 69.5%+8.6pp |
| Annual return | 21.46% | 28.93%-7.5pp | 71.31%-49.8pp | 81.00%-59.5pp |
| Employer contribution / active EE | $593 | $1,163-49.0% | $1,983-70.1% | $2,440-75.7% |
| Participant deferral / active EE | $3,336 | $2,394+39.4% | $3,239+3.0% | $3,607-7.5% |
| Admin fee / account holder | $18,452 | $4,569+303.9% | $6,101+202.5% | $5,124+260.1% |