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 | $98,706 | $58,208+69.6% | $81,812+20.7% | $80,856+22.1% |
| Participation rate | 78.6% | 63.4%+15.2pp | 72.3%+6.2pp | 67.6%+10.9pp |
| Annual return | 17.48% | 41.66%-24.2pp | 773.79%-756.3pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,152 | $2,340-8.0% | $2,912-26.1% | $2,755-21.9% |
| Participant deferral / active EE | $3,544 | $3,281+8.0% | $4,319-17.9% | $4,296-17.5% |
| Admin fee / account holder | $1,538 | $4,981-69.1% | $7,386-79.2% | $6,918-77.8% |