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 | $96,532 | $71,050+35.9% | $93,606+3.1% | $80,856+19.4% |
| Participation rate | 82.9% | 60.4%+22.5pp | 68.7%+14.2pp | 67.6%+15.3pp |
| Annual return | 14.07% | 11.26%+2.8pp | 133.20%-119.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,524 | $1,564-2.5% | $2,420-37.0% | $2,755-44.7% |
| Participant deferral / active EE | $4,871 | $4,034+20.8% | $4,411+10.4% | $4,296+13.4% |
| Admin fee / account holder | $36,557 | $6,945+426.4% | $8,285+341.2% | $6,918+428.4% |