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 | $90,561 | $65,041+39.2% | $90,951-0.4% | $79,858+13.4% |
| Participation rate | 78.9% | 61.6%+17.3pp | 69.0%+9.9pp | 69.6%+9.3pp |
| Annual return | 14.75% | 30.45%-15.7pp | 134.60%-119.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,087 | $1,247-12.8% | $2,122-48.8% | $2,471-56.0% |
| Participant deferral / active EE | $3,584 | $2,512+42.7% | $3,373+6.2% | $3,740-4.2% |
| Admin fee / account holder | $4,200 | $4,536-7.4% | $5,959-29.5% | $5,306-20.8% |